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 | $73,468 | $81,504-9.9% | $102,437-28.3% | $80,959-9.3% |
| Participation rate | 88.5% | 66.9%+21.7pp | 74.5%+14.0pp | 67.7%+20.9pp |
| Annual return | 11.85% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $1,567 | $3,104-49.5% | $3,871-59.5% | $2,757-43.2% |
| Participant deferral / active EE | $3,708 | $3,871-4.2% | $5,060-26.7% | $4,300-13.8% |
| Admin fee / account holder | $2,514 | $6,719-62.6% | $8,388-70.0% | $6,925-63.7% |