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 | $70,422 | $115,903-39.2% | $100,528-29.9% | $158,966-55.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 79.4%+6.3pp | 82.0%+3.8pp |
| Annual return | 19.82% | 34.80%-15.0pp | 30.90%-11.1pp | 302.95%-283.1pp |
| Employer contribution / active EE | $5,431 | $4,105+32.3% | $3,419+58.9% | $4,762+14.0% |
| Participant deferral / active EE | $13,127 | $6,677+96.6% | $6,271+109.3% | $5,983+119.4% |
| Admin fee / account holder | $6,924 | $11,000-37.1% | $8,084-14.3% | $11,250-38.4% |