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 | $85,452 | $76,407+11.8% | $150,298-43.1% | $82,448+3.6% |
| Participation rate | 74.2% | 66.4%+7.8pp | 77.8%-3.6pp | 68.1%+6.1pp |
| Annual return | 14.52% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,715 | $2,614+3.9% | $4,154-34.6% | $2,551+6.4% |
| Participant deferral / active EE | $3,349 | $3,214+4.2% | $5,453-38.6% | $4,139-19.1% |
| Admin fee / account holder | $1,333 | $6,352-79.0% | $14,116-90.6% | $7,234-81.6% |