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 | $72,842 | $91,559-20.4% | $133,971-45.6% | $79,852-8.8% |
| Participation rate | 73.7% | 73.3%+0.3pp | 79.8%-6.2pp | 69.6%+4.0pp |
| Annual return | 18.80% | 61.85%-43.0pp | 45.09%-26.3pp | 31.72%-12.9pp |
| Employer contribution / active EE | $1,629 | $2,384-31.7% | $3,919-58.4% | $2,471-34.1% |
| Participant deferral / active EE | $7,463 | $3,734+99.9% | $5,047+47.9% | $3,740+99.5% |
| Admin fee / account holder | $4,905 | $6,321-22.4% | $8,929-45.1% | $5,306-7.6% |