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 | $77,099 | $58,828+31.1% | $78,002-1.2% | $62,881+22.6% |
| Participation rate | 77.9% | 71.1%+6.9pp | 75.5%+2.4pp | 69.3%+8.6pp |
| Annual return | 11.28% | 17.16%-5.9pp | 425.99%-414.7pp | 20.14%-8.9pp |
| Employer contribution / active EE | $1,829 | $1,672+9.4% | $2,470-26.0% | $2,281-19.8% |
| Participant deferral / active EE | $3,935 | $2,686+46.5% | $3,497+12.5% | $3,203+22.9% |
| Admin fee / account holder | $3,662 | $4,393-16.6% | $5,481-33.2% | $4,296-14.8% |