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 | $81,326 | $60,349+34.8% | $74,184+9.6% | $62,881+29.3% |
| Participation rate | 77.8% | 72.7%+5.0pp | 76.6%+1.2pp | 69.3%+8.5pp |
| Annual return | 5.34% | 21.38%-16.0pp | 17.74%-12.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,660 | $1,680-1.2% | $2,370-30.0% | $2,281-27.2% |
| Participant deferral / active EE | $2,846 | $2,856-0.3% | $3,550-19.8% | $3,203-11.1% |
| Admin fee / account holder | $19,804 | $4,261+364.8% | $5,586+254.6% | $4,296+361.0% |