Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,860 | $108,825-31.2% | $156,181-52.1% | $82,448-9.2% |
| Participation rate | 80.5% | 72.4%+8.2pp | 78.8%+1.7pp | 68.1%+12.5pp |
| Annual return | 19.50% | 20.59%-1.1pp | 64.87%-45.4pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,834 | $2,870+33.6% | $4,294-10.7% | $2,551+50.3% |
| Participant deferral / active EE | $4,695 | $4,577+2.6% | $6,132-23.4% | $4,139+13.4% |
| Admin fee / account holder | $2,333 | $9,341-75.0% | $14,586-84.0% | $7,234-67.8% |