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 | $86,018 | $77,460+11.0% | $100,378-14.3% | $80,925+6.3% |
| Participation rate | 71.7% | 76.9%-5.3pp | 81.5%-9.8pp | 67.7%+4.0pp |
| Annual return | 16.53% | 37.24%-20.7pp | 49.41%-32.9pp | 35.65%-19.1pp |
| Employer contribution / active EE | $1,190 | $2,801-57.5% | $3,942-69.8% | $2,756-56.8% |
| Participant deferral / active EE | $5,077 | $6,818-25.5% | $8,087-37.2% | $4,299+18.1% |
| Admin fee / account holder | $6,319 | $5,887+7.3% | $7,899-20.0% | $6,940-9.0% |