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 | $69,806 | $75,541-7.6% | $152,093-54.1% | $82,637-15.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 22.01% | 32.56%-10.6pp | 66.36%-44.4pp | 53.51%-31.5pp |
| Employer contribution / active EE | $2,790 | $2,622+6.4% | $4,175-33.2% | $2,552+9.3% |
| Participant deferral / active EE | $7,410 | $3,206+131.2% | $5,451+35.9% | $4,126+79.6% |
| Admin fee / account holder | $1,911 | $6,405-70.2% | $14,497-86.8% | $7,339-74.0% |