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 | $72,865 | $106,864-31.8% | $147,318-50.5% | $82,637-11.8% |
| Participation rate | 76.9% | 75.5%+1.4pp | 82.1%-5.1pp | 68.1%+8.9pp |
| Annual return | 15.56% | 27.49%-11.9pp | 70.43%-54.9pp | 53.51%-37.9pp |
| Employer contribution / active EE | $2,179 | $3,417-36.2% | $4,593-52.5% | $2,552-14.6% |
| Participant deferral / active EE | $5,464 | $6,496-15.9% | $7,906-30.9% | $4,126+32.4% |
| Admin fee / account holder | $1,054 | $8,415-87.5% | $13,708-92.3% | $7,339-85.6% |