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 | $78,728 | $88,707-11.2% | $74,184+6.1% | $273,972-71.3% |
| Participation rate | 88.9% | 79.4%+9.4pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 6.60% | 11.94%-5.3pp | 17.74%-11.1pp | 41.46%-34.9pp |
| Employer contribution / active EE | $1,094 | $3,159-65.4% | $2,370-53.8% | $4,869-77.5% |
| Participant deferral / active EE | $5,211 | $4,212+23.7% | $3,550+46.8% | $5,287-1.4% |
| Admin fee / account holder | $2,831 | $8,717-67.5% | $5,586-49.3% | $10,133-72.1% |