Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $70,399 | $81,446-13.6% | $103,374-31.9% | $80,874-13.0% |
| Participation rate | 80.6% | 66.9%+13.7pp | 74.5%+6.0pp | 67.6%+12.9pp |
| Annual return | 13.33% | 25.57%-12.2pp | 24.89%-11.6pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,718 | $3,107-12.5% | $3,869-29.7% | $2,756-1.4% |
| Participant deferral / active EE | $5,838 | $3,870+50.8% | $5,058+15.4% | $4,297+35.9% |
| Admin fee / account holder | $3,634 | $6,715-45.9% | $8,394-56.7% | $6,935-47.6% |