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 | $79,504 | $81,446-2.4% | $103,374-23.1% | $80,874-1.7% |
| Participation rate | 70.6% | 66.9%+3.7pp | 74.5%-3.9pp | 67.6%+2.9pp |
| Annual return | 11.79% | 25.57%-13.8pp | 24.89%-13.1pp | 35.62%-23.8pp |
| Employer contribution / active EE | $3,491 | $3,107+12.3% | $3,869-9.8% | $2,756+26.7% |
| Participant deferral / active EE | $5,075 | $3,870+31.1% | $5,058+0.3% | $4,297+18.1% |
| Admin fee / account holder | $2,202 | $6,715-67.2% | $8,394-73.8% | $6,935-68.3% |