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 | $69,171 | $106,524-35.1% | $152,301-54.6% | $87,485-20.9% |
| Participation rate | 87.2% | 75.8%+11.5pp | 82.4%+4.8pp | 68.9%+18.3pp |
| Annual return | 16.79% | 26.89%-10.1pp | 80.50%-63.7pp | 26.06%-9.3pp |
| Employer contribution / active EE | $3,652 | $3,371+8.3% | $4,624-21.0% | $2,596+40.6% |
| Participant deferral / active EE | $7,335 | $6,525+12.4% | $8,004-8.4% | $4,274+71.6% |
| Admin fee / account holder | $8,469 | $8,287+2.2% | $14,398-41.2% | $7,775+8.9% |