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 | $62,144 | $93,598-33.6% | $135,974-54.3% | $75,173-17.3% |
| Participation rate | 73.2% | 75.2%-2.0pp | 81.9%-8.7pp | 67.2%+6.0pp |
| Annual return | 38.73% | 30.89%+7.8pp | 68.30%-29.6pp | 160.72%-122.0pp |
| Employer contribution / active EE | $4,039 | $3,538+14.2% | $4,859-16.9% | $2,671+51.2% |
| Participant deferral / active EE | $9,797 | $6,405+53.0% | $7,760+26.3% | $4,126+137.4% |
| Admin fee / account holder | $2,025 | $6,978-71.0% | $10,767-81.2% | $5,651-64.2% |