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 | $68,933 | $65,704+4.9% | $94,229-26.8% | $59,633+15.6% |
| Participation rate | 86.0% | 72.1%+13.9pp | 78.8%+7.3pp | 68.7%+17.4pp |
| Annual return | 6.78% | 5.22%+1.6pp | 10.68%-3.9pp | 2041.45%-2034.7pp |
| Employer contribution / active EE | $4,063 | $2,021+101.1% | $3,587+13.3% | $2,203+84.4% |
| Participant deferral / active EE | $7,190 | $3,143+128.8% | $4,320+66.4% | $3,192+125.3% |
| Admin fee / account holder | $12,957 | $4,265+203.8% | $6,269+106.7% | $4,297+201.5% |