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 | $91,039 | $76,407+19.1% | $150,298-39.4% | $82,448+10.4% |
| Participation rate | 87.0% | 66.4%+20.6pp | 77.8%+9.3pp | 68.1%+19.0pp |
| Annual return | 15.26% | 39.99%-24.7pp | 62.79%-47.5pp | 41.64%-26.4pp |
| Employer contribution / active EE | $2,318 | $2,614-11.3% | $4,154-44.2% | $2,551-9.1% |
| Participant deferral / active EE | $4,615 | $3,214+43.6% | $5,453-15.4% | $4,139+11.5% |
| Admin fee / account holder | $3,697 | $6,352-41.8% | $14,116-73.8% | $7,234-48.9% |