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 | $59,951 | $58,627+2.3% | $76,735-21.9% | $82,448-27.3% |
| Participation rate | 76.9% | 63.2%+13.7pp | 69.5%+7.4pp | 68.1%+8.9pp |
| Annual return | 17.58% | 39.10%-21.5pp | 29.77%-12.2pp | 41.64%-24.1pp |
| Employer contribution / active EE | $2,674 | $1,729+54.6% | $2,454+8.9% | $2,551+4.8% |
| Participant deferral / active EE | $8,247 | $3,134+163.2% | $4,088+101.7% | $4,139+99.2% |
| Admin fee / account holder | $2,353 | $5,323-55.8% | $7,189-67.3% | $7,234-67.5% |