Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $89,188 | $75,541+18.1% | $152,093-41.4% | $82,637+7.9% |
| Participation rate | 89.7% | 66.5%+23.1pp | 77.8%+11.9pp | 68.1%+21.6pp |
| Annual return | 20.18% | 32.56%-12.4pp | 66.36%-46.2pp | 53.51%-33.3pp |
| Employer contribution / active EE | $2,070 | $2,622-21.1% | $4,175-50.4% | $2,552-18.9% |
| Participant deferral / active EE | $5,035 | $3,206+57.1% | $5,451-7.6% | $4,126+22.0% |
| Admin fee / account holder | $1,933 | $6,405-69.8% | $14,497-86.7% | $7,339-73.7% |