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 | $89,651 | $81,504+10.0% | $102,437-12.5% | $80,959+10.7% |
| Participation rate | 89.7% | 66.9%+22.8pp | 74.5%+15.1pp | 67.7%+22.0pp |
| Annual return | 17.45% | 25.60%-8.1pp | 24.95%-7.5pp | 35.67%-18.2pp |
| Employer contribution / active EE | $1,938 | $3,104-37.6% | $3,871-49.9% | $2,757-29.7% |
| Participant deferral / active EE | $4,366 | $3,871+12.8% | $5,060-13.7% | $4,300+1.5% |
| Admin fee / account holder | $420 | $6,719-93.7% | $8,388-95.0% | $6,925-93.9% |