Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $71,704 | $77,472-7.4% | $100,392-28.6% | $80,935-11.4% |
| Participation rate | 73.3% | 76.9%-3.7pp | 81.5%-8.3pp | 67.7%+5.6pp |
| Annual return | 16.97% | 37.26%-20.3pp | 49.45%-32.5pp | 35.66%-18.7pp |
| Employer contribution / active EE | $4,317 | $2,800+54.2% | $3,941+9.5% | $2,757+56.6% |
| Participant deferral / active EE | $10,716 | $6,818+57.2% | $8,090+32.5% | $4,299+149.3% |
| Admin fee / account holder | $8,128 | $5,885+38.1% | $7,904+2.8% | $6,924+17.4% |