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 | $80,498 | $80,983-0.6% | $96,544-16.6% | $75,177+7.1% |
| Participation rate | 95.0% | 71.8%+23.2pp | 76.0%+19.0pp | 67.2%+27.8pp |
| Annual return | 14.50% | 27.05%-12.5pp | 25.88%-11.4pp | 160.75%-146.2pp |
| Employer contribution / active EE | $2,089 | $2,282-8.5% | $2,966-29.6% | $2,671-21.8% |
| Participant deferral / active EE | $4,690 | $3,929+19.4% | $4,851-3.3% | $4,126+13.7% |
| Admin fee / account holder | $2,167 | $6,717-67.7% | $8,254-73.7% | $5,651-61.6% |