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 | $72,319 | $67,894+6.5% | $89,340-19.1% | $82,448-12.3% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.28% | 19.21%-5.9pp | 20.57%-7.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $1,826 | $1,828-0.1% | $2,231-18.2% | $2,551-28.4% |
| Participant deferral / active EE | $2,252 | $3,072-26.7% | $3,823-41.1% | $4,139-45.6% |
| Admin fee / account holder | $2,846 | $5,723-50.3% | $6,704-57.6% | $7,234-60.7% |