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 | $88,626 | $76,367+16.1% | $93,614-5.3% | $72,983+21.4% |
| Participation rate | 71.4% | 71.7%-0.3pp | 75.8%-4.4pp | 69.5%+1.9pp |
| Annual return | 19.26% | 25.82%-6.6pp | 32.76%-13.5pp | 81.01%-61.8pp |
| Employer contribution / active EE | $2,769 | $2,275+21.7% | $2,718+1.9% | $2,440+13.5% |
| Participant deferral / active EE | $8,074 | $3,538+128.2% | $4,069+98.4% | $3,608+123.8% |
| Admin fee / account holder | $1,303 | $6,838-80.9% | $7,889-83.5% | $5,124-74.6% |