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 | $63,174 | $67,602-6.6% | $82,312-23.3% | $70,126-9.9% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 14.14% | 21.57%-7.4pp | 25.88%-11.7pp | 73.15%-59.0pp |
| Employer contribution / active EE | $1,977 | $1,755+12.6% | $2,428-18.6% | $2,343-15.6% |
| Participant deferral / active EE | $4,718 | $2,987+57.9% | $3,706+27.3% | $3,332+41.6% |
| Admin fee / account holder | $1,792 | $4,512-60.3% | $5,608-68.1% | $4,645-61.4% |