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 | $76,243 | $67,602+12.8% | $82,312-7.4% | $70,126+8.7% |
| Participation rate | 73.1% | 72.8%+0.3pp | 76.9%-3.8pp | 69.5%+3.5pp |
| Annual return | 16.83% | 21.57%-4.7pp | 25.88%-9.0pp | 73.15%-56.3pp |
| Employer contribution / active EE | $708 | $1,755-59.7% | $2,428-70.9% | $2,343-69.8% |
| Participant deferral / active EE | $2,733 | $2,987-8.5% | $3,706-26.3% | $3,332-18.0% |
| Admin fee / account holder | $1,947 | $4,512-56.8% | $5,608-65.3% | $4,645-58.1% |