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 | $70,955 | $93,598-24.2% | $135,974-47.8% | $75,173-5.6% |
| Participation rate | 71.1% | 75.2%-4.1pp | 81.9%-10.8pp | 67.2%+3.9pp |
| Annual return | 22.65% | 30.89%-8.2pp | 68.30%-45.7pp | 160.72%-138.1pp |
| Employer contribution / active EE | $3,405 | $3,538-3.8% | $4,859-29.9% | $2,671+27.5% |
| Participant deferral / active EE | $8,812 | $6,405+37.6% | $7,760+13.6% | $4,126+113.6% |
| Admin fee / account holder | $5,786 | $6,978-17.1% | $10,767-46.3% | $5,651+2.4% |