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 | $69,669 | $81,276-14.3% | $155,574-55.2% | $80,925-13.9% |
| Participation rate | 85.7% | 66.2%+19.5pp | 78.2%+7.5pp | 67.7%+18.1pp |
| Annual return | 10.78% | 33.36%-22.6pp | 64.87%-54.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,816 | $3,103-41.5% | $4,676-61.2% | $2,756-34.1% |
| Participant deferral / active EE | $3,314 | $3,453-4.0% | $5,629-41.1% | $4,299-22.9% |
| Admin fee / account holder | $6,300 | $7,993-21.2% | $15,914-60.4% | $6,940-9.2% |