Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $87,619 | $73,988+18.4% | $96,538-9.2% | $75,177+16.5% |
| Participation rate | 81.1% | 66.4%+14.7pp | 74.3%+6.8pp | 67.2%+13.9pp |
| Annual return | 14.30% | 26.73%-12.4pp | 35.74%-21.4pp | 160.75%-146.5pp |
| Employer contribution / active EE | $2,141 | $2,930-27.0% | $3,740-42.8% | $2,671-19.9% |
| Participant deferral / active EE | $4,202 | $3,660+14.8% | $4,880-13.9% | $4,126+1.8% |
| Admin fee / account holder | $1,215 | $5,220-76.7% | $6,737-82.0% | $5,651-78.5% |