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 | $79,394 | $146,267-45.7% | $197,124-59.7% | $82,448-3.7% |
| Participation rate | 80.8% | 84.0%-3.2pp | 86.7%-5.9pp | 68.1%+12.7pp |
| Annual return | 14.70% | 29.61%-14.9pp | 44.34%-29.6pp | 41.64%-26.9pp |
| Employer contribution / active EE | $3,070 | $4,723-35.0% | $6,227-50.7% | $2,551+20.3% |
| Participant deferral / active EE | $5,215 | $7,035-25.9% | $9,135-42.9% | $4,139+26.0% |
| Admin fee / account holder | $598 | $14,422-95.9% | $16,298-96.3% | $7,234-91.7% |