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 | $66,057 | $67,606-2.3% | $82,313-19.7% | $70,124-5.8% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.9%+13.7pp | 69.5%+21.0pp |
| Annual return | 17.25% | 21.57%-4.3pp | 25.88%-8.6pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,567 | $1,755-10.7% | $2,428-35.5% | $2,342-33.1% |
| Participant deferral / active EE | $3,336 | $2,987+11.7% | $3,706-10.0% | $3,332+0.1% |
| Admin fee / account holder | $2,180 | $4,512-51.7% | $5,608-61.1% | $4,645-53.1% |