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 | $77,814 | $80,992-3.9% | $96,534-19.4% | $75,173+3.5% |
| Participation rate | 86.8% | 71.8%+15.1pp | 76.0%+10.9pp | 67.2%+19.6pp |
| Annual return | 17.29% | 27.05%-9.8pp | 25.88%-8.6pp | 160.72%-143.4pp |
| Employer contribution / active EE | $3,015 | $2,283+32.1% | $2,965+1.7% | $2,671+12.9% |
| Participant deferral / active EE | $3,479 | $3,929-11.5% | $4,851-28.3% | $4,126-15.7% |
| Admin fee / account holder | $2,416 | $6,717-64.0% | $8,253-70.7% | $5,651-57.2% |