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 | $80,901 | $77,574+4.3% | $108,753-25.6% | $86,983-7.0% |
| Participation rate | 88.5% | 62.3%+26.2pp | 71.1%+17.4pp | 69.5%+18.9pp |
| Annual return | 14.86% | 18.42%-3.6pp | 37.47%-22.6pp | 25.83%-11.0pp |
| Employer contribution / active EE | $626 | $1,611-61.2% | $2,427-74.2% | $2,584-75.8% |
| Participant deferral / active EE | $3,804 | $3,128+21.6% | $4,115-7.5% | $4,194-9.3% |
| Admin fee / account holder | $7,051 | $6,529+8.0% | $10,320-31.7% | $7,856-10.2% |