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 | $80,419 | $64,517+24.6% | $81,438-1.3% | $80,874-0.6% |
| Participation rate | 84.1% | 63.9%+20.2pp | 69.5%+14.6pp | 67.6%+16.4pp |
| Annual return | 12.13% | 16.35%-4.2pp | 24.74%-12.6pp | 35.62%-23.5pp |
| Employer contribution / active EE | $2,014 | $1,982+1.6% | $2,460-18.1% | $2,756-26.9% |
| Participant deferral / active EE | $8,589 | $3,096+177.4% | $3,883+121.2% | $4,297+99.9% |
| Admin fee / account holder | $29,386 | $5,677+417.6% | $5,764+409.9% | $6,935+323.7% |