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 | $72,570 | $76,407-5.0% | $150,298-51.7% | $82,448-12.0% |
| Participation rate | 87.2% | 66.4%+20.8pp | 77.8%+9.4pp | 68.1%+19.1pp |
| Annual return | 23.07% | 39.99%-16.9pp | 62.79%-39.7pp | 41.64%-18.6pp |
| Employer contribution / active EE | $2,476 | $2,614-5.3% | $4,154-40.4% | $2,551-3.0% |
| Participant deferral / active EE | $5,190 | $3,214+61.5% | $5,453-4.8% | $4,139+25.4% |
| Admin fee / account holder | $4,525 | $6,352-28.8% | $14,116-67.9% | $7,234-37.4% |