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 | $86,265 | $65,364+32.0% | $92,909-7.2% | $72,975+18.2% |
| Participation rate | 96.7% | 68.3%+28.4pp | 76.0%+20.7pp | 69.5%+27.2pp |
| Annual return | 19.55% | 42.11%-22.6pp | 109.44%-89.9pp | 81.01%-61.5pp |
| Employer contribution / active EE | $7,732 | $2,594+198.0% | $3,653+111.6% | $2,440+216.9% |
| Participant deferral / active EE | $5,220 | $3,128+66.9% | $4,238+23.2% | $3,608+44.7% |
| Admin fee / account holder | $460 | $4,251-89.2% | $5,795-92.1% | $5,124-91.0% |