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 | $56,165 | $60,349-6.9% | $74,184-24.3% | $62,881-10.7% |
| Participation rate | 80.4% | 72.7%+7.7pp | 76.6%+3.8pp | 69.3%+11.1pp |
| Annual return | 6.01% | 21.38%-15.4pp | 17.74%-11.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $829 | $1,680-50.7% | $2,370-65.0% | $2,281-63.7% |
| Participant deferral / active EE | $2,105 | $2,856-26.3% | $3,550-40.7% | $3,203-34.3% |
| Admin fee / account holder | $3,959 | $4,261-7.1% | $5,586-29.1% | $4,296-7.8% |