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 | $73,034 | $60,349+21.0% | $74,184-1.5% | $62,881+16.1% |
| Participation rate | 78.9% | 72.7%+6.2pp | 76.6%+2.3pp | 69.3%+9.6pp |
| Annual return | 7.99% | 21.38%-13.4pp | 17.74%-9.7pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,866 | $1,680+11.1% | $2,370-21.3% | $2,281-18.2% |
| Participant deferral / active EE | $3,237 | $2,856+13.3% | $3,550-8.8% | $3,203+1.1% |
| Admin fee / account holder | $2,667 | $4,261-37.4% | $5,586-52.3% | $4,296-37.9% |