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 | $67,739 | $67,602+0.2% | $82,312-17.7% | $70,126-3.4% |
| Participation rate | 83.3% | 72.8%+10.6pp | 76.9%+6.4pp | 69.5%+13.8pp |
| Annual return | 15.89% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,142 | $1,755-34.9% | $2,428-53.0% | $2,343-51.3% |
| Participant deferral / active EE | $2,772 | $2,987-7.2% | $3,706-25.2% | $3,332-16.8% |
| Admin fee / account holder | $1,004 | $4,512-77.8% | $5,608-82.1% | $4,645-78.4% |