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 | $71,158 | $72,273-1.5% | $101,275-29.7% | $79,856-10.9% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.5pp |
| Annual return | 23.79% | 22.30%+1.5pp | 46.48%-22.7pp | 31.71%-7.9pp |
| Employer contribution / active EE | $7,335 | $2,691+172.6% | $3,660+100.4% | $2,471+196.8% |
| Participant deferral / active EE | $1,714 | $3,282-47.8% | $4,371-60.8% | $3,741-54.2% |
| Admin fee / account holder | $963 | $4,401-78.1% | $5,948-83.8% | $5,306-81.8% |