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 | $80,094 | $106,749-25.0% | $145,433-44.9% | $82,448-2.9% |
| Participation rate | 88.9% | 75.6%+13.2pp | 82.1%+6.8pp | 68.1%+20.8pp |
| Annual return | 15.27% | 27.59%-12.3pp | 66.58%-51.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $4,063 | $3,444+18.0% | $4,554-10.8% | $2,551+59.3% |
| Participant deferral / active EE | $3,547 | $6,519-45.6% | $7,897-55.1% | $4,139-14.3% |
| Admin fee / account holder | $15,737 | $8,390+87.6% | $13,129+19.9% | $7,234+117.5% |