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 | $72,290 | $78,423-7.8% | $95,964-24.7% | $79,856-9.5% |
| Participation rate | 86.8% | 73.5%+13.4pp | 77.1%+9.8pp | 69.6%+17.2pp |
| Annual return | 13.66% | 19.37%-5.7pp | 91.64%-78.0pp | 31.71%-18.1pp |
| Employer contribution / active EE | $2,363 | $1,945+21.5% | $2,541-7.0% | $2,471-4.4% |
| Participant deferral / active EE | $3,723 | $3,440+8.2% | $4,167-10.7% | $3,741-0.5% |
| Admin fee / account holder | $2,129 | $5,622-62.1% | $6,797-68.7% | $5,306-59.9% |