Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $68,321 | $106,974-36.1% | $90,796-24.8% | $138,895-50.8% |
| Participation rate | 72.2% | 74.9%-2.6pp | 69.5%+2.7pp | 79.9%-7.7pp |
| Annual return | 14.06% | 20.10%-6.0pp | 19.29%-5.2pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,821 | $2,609+46.5% | $2,294+66.6% | $4,194-8.9% |
| Participant deferral / active EE | $9,301 | $4,455+108.8% | $3,822+143.4% | $6,396+45.4% |
| Admin fee / account holder | $5,829 | $8,626-32.4% | $7,024-17.0% | $12,562-53.6% |