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 | $92,925 | $73,988+25.6% | $96,538-3.7% | $75,177+23.6% |
| Participation rate | 80.8% | 66.4%+14.3pp | 74.3%+6.4pp | 67.2%+13.6pp |
| Annual return | 17.03% | 26.73%-9.7pp | 35.74%-18.7pp | 160.75%-143.7pp |
| Employer contribution / active EE | $2,684 | $2,930-8.4% | $3,740-28.2% | $2,671+0.5% |
| Participant deferral / active EE | $6,863 | $3,660+87.5% | $4,880+40.6% | $4,126+66.3% |
| Admin fee / account holder | $2,423 | $5,220-53.6% | $6,737-64.0% | $5,651-57.1% |