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 | $92,235 | $78,428+17.6% | $95,960-3.9% | $79,852+15.5% |
| Participation rate | 82.5% | 73.5%+9.0pp | 77.1%+5.4pp | 69.6%+12.9pp |
| Annual return | 28.84% | 19.37%+9.5pp | 91.63%-62.8pp | 31.72%-2.9pp |
| Employer contribution / active EE | $1,666 | $1,945-14.4% | $2,541-34.5% | $2,471-32.6% |
| Participant deferral / active EE | $2,921 | $3,440-15.1% | $4,167-29.9% | $3,740-21.9% |
| Admin fee / account holder | $3,101 | $5,622-44.9% | $6,797-54.4% | $5,306-41.6% |