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 | $75,721 | $76,407-0.9% | $150,298-49.6% | $82,448-8.2% |
| Participation rate | 71.0% | 66.4%+4.6pp | 77.8%-6.8pp | 68.1%+2.9pp |
| Annual return | 17.66% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $515 | $2,614-80.3% | $4,154-87.6% | $2,551-79.8% |
| Participant deferral / active EE | $5,205 | $3,214+61.9% | $5,453-4.5% | $4,139+25.8% |
| Admin fee / account holder | $1,485 | $6,352-76.6% | $14,116-89.5% | $7,234-79.5% |