Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,565 | $54,541+20.2% | $78,778-16.8% | $70,124-6.5% |
| Participation rate | 92.1% | 60.8%+31.3pp | 69.2%+22.9pp | 69.5%+22.6pp |
| Annual return | 16.56% | 21.07%-4.5pp | 35.62%-19.1pp | 73.14%-56.6pp |
| Employer contribution / active EE | $4,036 | $1,089+270.8% | $1,986+103.3% | $2,342+72.3% |
| Participant deferral / active EE | $2,048 | $2,210-7.3% | $2,958-30.8% | $3,332-38.5% |
| Admin fee / account holder | $2,604 | $3,709-29.8% | $5,134-49.3% | $4,645-44.0% |