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 | $75,393 | $106,749-29.4% | $145,433-48.2% | $82,448-8.6% |
| Participation rate | 86.5% | 75.6%+10.8pp | 82.1%+4.4pp | 68.1%+18.4pp |
| Annual return | 15.87% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,636 | $3,444-52.5% | $4,554-64.1% | $2,551-35.8% |
| Participant deferral / active EE | $5,020 | $6,519-23.0% | $7,897-36.4% | $4,139+21.3% |
| Admin fee / account holder | $1,546 | $8,390-81.6% | $13,129-88.2% | $7,234-78.6% |