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 | $73,019 | $78,690-7.2% | $161,489-54.8% | $87,485-16.5% |
| Participation rate | 78.6% | 67.5%+11.1pp | 78.7%-0.1pp | 68.9%+9.6pp |
| Annual return | 22.90% | 32.74%-9.8pp | 89.72%-66.8pp | 26.06%-3.2pp |
| Employer contribution / active EE | $3,252 | $2,588+25.6% | $4,268-23.8% | $2,596+25.3% |
| Participant deferral / active EE | $4,101 | $3,311+23.9% | $5,630-27.2% | $4,274-4.0% |
| Admin fee / account holder | $1,792 | $6,724-73.4% | $16,006-88.8% | $7,775-77.0% |