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 | $68,219 | $76,551-10.9% | $123,894-44.9% | $62,881+8.5% |
| Participation rate | 88.9% | 73.0%+15.9pp | 81.4%+7.5pp | 69.3%+19.6pp |
| Annual return | 8.51% | 18.68%-10.2pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $2,533 | $2,882-12.1% | $4,617-45.1% | $2,281+11.1% |
| Participant deferral / active EE | $5,465 | $4,840+12.9% | $5,984-8.7% | $3,203+70.6% |
| Admin fee / account holder | $5,490 | $4,826+13.8% | $8,357-34.3% | $4,296+27.8% |