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 | $58,057 | $76,551-24.2% | $123,894-53.1% | $62,881-7.7% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 7.62% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,607 | $2,882-9.6% | $4,617-43.5% | $2,281+14.3% |
| Participant deferral / active EE | $6,731 | $4,840+39.1% | $5,984+12.5% | $3,203+110.1% |
| Admin fee / account holder | $2,676 | $4,826-44.5% | $8,357-68.0% | $4,296-37.7% |