Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $72,382 | $81,331-11.0% | $155,534-53.5% | $80,935-10.6% |
| Participation rate | 86.7% | 66.3%+20.4pp | 78.2%+8.4pp | 67.7%+19.0pp |
| Annual return | 11.40% | 33.37%-22.0pp | 64.92%-53.5pp | 35.66%-24.3pp |
| Employer contribution / active EE | $4,397 | $3,105+41.6% | $4,675-5.9% | $2,757+59.5% |
| Participant deferral / active EE | $7,068 | $3,454+104.6% | $5,630+25.5% | $4,299+64.4% |
| Admin fee / account holder | $4,048 | $7,999-49.4% | $15,900-74.5% | $6,924-41.5% |