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 | $67,878 | $108,825-37.6% | $156,181-56.5% | $82,448-17.7% |
| Participation rate | 97.1% | 72.4%+24.7pp | 78.8%+18.2pp | 68.1%+29.0pp |
| Annual return | 14.61% | 20.59%-6.0pp | 64.87%-50.3pp | 41.64%-27.0pp |
| Employer contribution / active EE | $3,719 | $2,870+29.6% | $4,294-13.4% | $2,551+45.8% |
| Participant deferral / active EE | $4,793 | $4,577+4.7% | $6,132-21.8% | $4,139+15.8% |
| Admin fee / account holder | $2,238 | $9,341-76.0% | $14,586-84.7% | $7,234-69.1% |