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 | $78,137 | $65,364+19.5% | $92,909-15.9% | $72,975+7.1% |
| Participation rate | 76.0% | 68.3%+7.7pp | 76.0%0pp | 69.5%+6.5pp |
| Annual return | 17.78% | 42.11%-24.3pp | 109.44%-91.7pp | 81.01%-63.2pp |
| Employer contribution / active EE | $2,770 | $2,594+6.8% | $3,653-24.2% | $2,440+13.5% |
| Participant deferral / active EE | $3,242 | $3,128+3.6% | $4,238-23.5% | $3,608-10.1% |
| Admin fee / account holder | $7,497 | $4,251+76.4% | $5,795+29.4% | $5,124+46.3% |