Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $67,821 | $75,720-10.4% | $90,312-24.9% | $86,983-22.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 17.07% | 18.55%-1.5pp | 18.90%-1.8pp | 25.83%-8.8pp |
| Employer contribution / active EE | $2,164 | $1,945+11.3% | $2,243-3.5% | $2,584-16.3% |
| Participant deferral / active EE | $5,720 | $3,001+90.6% | $3,749+52.6% | $4,194+36.4% |
| Admin fee / account holder | $815 | $6,201-86.9% | $8,248-90.1% | $7,856-89.6% |