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 | $82,753 | $81,331+1.7% | $155,534-46.8% | $80,935+2.2% |
| Participation rate | 87.8% | 66.3%+21.6pp | 78.2%+9.6pp | 67.7%+20.1pp |
| Annual return | 15.53% | 33.37%-17.8pp | 64.92%-49.4pp | 35.66%-20.1pp |
| Employer contribution / active EE | $1,490 | $3,105-52.0% | $4,675-68.1% | $2,757-46.0% |
| Participant deferral / active EE | $5,026 | $3,454+45.5% | $5,630-10.7% | $4,299+16.9% |
| Admin fee / account holder | $5,574 | $7,999-30.3% | $15,900-64.9% | $6,924-19.5% |