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 | $67,594 | $77,638-12.9% | $156,551-56.8% | $62,881+7.5% |
| Participation rate | 80.0% | 71.2%+8.8pp | 84.0%-4.0pp | 69.3%+10.7pp |
| Annual return | 8.08% | 50.33%-42.2pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $2,863 | $3,444-16.9% | $5,501-48.0% | $2,281+25.5% |
| Participant deferral / active EE | $3,309 | $3,046+8.6% | $4,871-32.1% | $3,203+3.3% |
| Admin fee / account holder | $3,169 | $5,561-43.0% | $13,028-75.7% | $4,296-26.2% |