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 | $72,279 | $110,278-34.5% | $95,740-24.5% | $139,466-48.2% |
| Participation rate | 94.4% | 75.7%+18.7pp | 72.3%+22.2pp | 80.3%+14.1pp |
| Annual return | 10.82% | 27.19%-16.4pp | 28.41%-17.6pp | 373.66%-362.8pp |
| Employer contribution / active EE | $3,282 | $3,260+0.7% | $2,836+15.7% | $4,754-31.0% |
| Participant deferral / active EE | $3,192 | $4,674-31.7% | $4,244-24.8% | $6,712-52.4% |
| Admin fee / account holder | $4,737 | $6,613-28.4% | $5,676-16.6% | $11,409-58.5% |