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 | $74,213 | $76,371-2.8% | $93,621-20.7% | $72,976+1.7% |
| Participation rate | 97.5% | 71.8%+25.7pp | 75.8%+21.7pp | 69.5%+28.0pp |
| Annual return | 21.32% | 25.82%-4.5pp | 32.76%-11.4pp | 81.02%-59.7pp |
| Employer contribution / active EE | $5,291 | $2,276+132.5% | $2,719+94.6% | $2,440+116.8% |
| Participant deferral / active EE | $3,836 | $3,538+8.4% | $4,070-5.8% | $3,608+6.3% |
| Admin fee / account holder | $645 | $6,839-90.6% | $7,890-91.8% | $5,124-87.4% |