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 | $81,822 | $77,638+5.4% | $156,551-47.7% | $62,881+30.1% |
| Participation rate | 87.2% | 71.2%+16.0pp | 84.0%+3.2pp | 69.3%+17.9pp |
| Annual return | 6.74% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,874 | $3,444-45.6% | $5,501-65.9% | $2,281-17.8% |
| Participant deferral / active EE | $4,111 | $3,046+35.0% | $4,871-15.6% | $3,203+28.4% |
| Admin fee / account holder | $671 | $5,561-87.9% | $13,028-94.8% | $4,296-84.4% |