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 | $87,749 | $97,550-10.0% | $120,344-27.1% | $87,485+0.3% |
| Participation rate | 84.1% | 72.8%+11.3pp | 76.7%+7.4pp | 68.9%+15.2pp |
| Annual return | 13.57% | 18.41%-4.8pp | 20.30%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $2,105 | $2,291-8.1% | $3,020-30.3% | $2,596-18.9% |
| Participant deferral / active EE | $6,417 | $4,230+51.7% | $5,135+25.0% | $4,274+50.2% |
| Admin fee / account holder | $2,219 | $9,543-76.7% | $12,742-82.6% | $7,775-71.5% |