Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $56,999 | $81,403-30.0% | $147,027-61.2% | $87,485-34.8% |
| Participation rate | 75.0% | 63.4%+11.6pp | 73.7%+1.3pp | 68.9%+6.1pp |
| Annual return | 15.13% | 16.51%-1.4pp | 20.23%-5.1pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,587 | $2,205+17.3% | $3,626-28.7% | $2,596-0.4% |
| Participant deferral / active EE | $3,629 | $3,315+9.5% | $4,933-26.4% | $4,274-15.1% |
| Admin fee / account holder | $621 | $6,755-90.8% | $12,223-94.9% | $7,775-92.0% |