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 | $75,871 | $80,983-6.3% | $96,544-21.4% | $75,177+0.9% |
| Participation rate | 79.4% | 71.8%+7.6pp | 76.0%+3.4pp | 67.2%+12.2pp |
| Annual return | 18.75% | 27.05%-8.3pp | 25.88%-7.1pp | 160.75%-142.0pp |
| Employer contribution / active EE | $1,977 | $2,282-13.4% | $2,966-33.4% | $2,671-26.0% |
| Participant deferral / active EE | $4,426 | $3,929+12.7% | $4,851-8.8% | $4,126+7.3% |
| Admin fee / account holder | $1,884 | $6,717-71.9% | $8,254-77.2% | $5,651-66.7% |