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 | $75,760 | $88,360-14.3% | $145,433-47.9% | $67,986+11.4% |
| Participation rate | 83.7% | 65.5%+18.2pp | 82.1%+1.5pp | 57.2%+26.4pp |
| Annual return | 46.44% | 63.15%-16.7pp | 66.58%-20.1pp | 31.67%+14.8pp |
| Employer contribution / active EE | $3,422 | $3,054+12.1% | $4,554-24.9% | $2,019+69.5% |
| Participant deferral / active EE | $5,913 | $5,932-0.3% | $7,897-25.1% | $3,358+76.1% |
| Admin fee / account holder | $2,562 | $3,313-22.7% | $13,129-80.5% | $3,203-20.0% |