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 | $98,101 | $115,931-15.4% | $185,441-47.1% | $86,983+12.8% |
| Participation rate | 91.2% | 73.6%+17.6pp | 80.3%+10.9pp | 69.5%+21.6pp |
| Annual return | 14.83% | 21.47%-6.6pp | 20.16%-5.3pp | 25.83%-11.0pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,617 | $4,551-20.5% | $6,152-41.2% | $4,194-13.7% |
| Admin fee / account holder | $2,736 | $10,687-74.4% | $17,890-84.7% | $7,856-65.2% |