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 | $85,368 | $95,453-10.6% | $112,040-23.8% | $82,448+3.5% |
| Participation rate | 73.3% | 72.8%+0.6pp | 76.5%-3.2pp | 68.1%+5.3pp |
| Annual return | 16.72% | 23.92%-7.2pp | 24.52%-7.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $2,160 | $2,318-6.8% | $2,954-26.9% | $2,551-15.3% |
| Participant deferral / active EE | $6,238 | $4,224+47.7% | $5,098+22.4% | $4,139+50.7% |
| Admin fee / account holder | $3,429 | $9,013-62.0% | $12,098-71.7% | $7,234-52.6% |