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 | $73,673 | $110,137-33.1% | $161,149-54.3% | $82,637-10.8% |
| Participation rate | 79.4% | 72.4%+7.1pp | 78.8%+0.6pp | 68.1%+11.4pp |
| Annual return | 24.76% | 20.69%+4.1pp | 21.16%+3.6pp | 53.51%-28.7pp |
| Employer contribution / active EE | $4,241 | $2,856+48.5% | $4,360-2.7% | $2,552+66.2% |
| Participant deferral / active EE | $9,540 | $4,575+108.6% | $6,153+55.0% | $4,126+131.2% |
| Admin fee / account holder | $7,684 | $9,467-18.8% | $15,194-49.4% | $7,339+4.7% |