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 | $67,041 | $81,504-17.7% | $102,437-34.6% | $80,959-17.2% |
| Participation rate | 87.1% | 66.9%+20.2pp | 74.5%+12.6pp | 67.7%+19.4pp |
| Annual return | 16.88% | 25.60%-8.7pp | 24.95%-8.1pp | 35.67%-18.8pp |
| Employer contribution / active EE | $3,109 | $3,104+0.2% | $3,871-19.7% | $2,757+12.7% |
| Participant deferral / active EE | $4,549 | $3,871+17.5% | $5,060-10.1% | $4,300+5.8% |
| Admin fee / account holder | $2,123 | $6,719-68.4% | $8,388-74.7% | $6,925-69.3% |