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 | $72,360 | $97,550-25.8% | $120,344-39.9% | $87,485-17.3% |
| Participation rate | 76.1% | 72.8%+3.3pp | 76.7%-0.6pp | 68.9%+7.2pp |
| Annual return | 13.61% | 18.41%-4.8pp | 20.30%-6.7pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,496 | $2,291-34.7% | $3,020-50.5% | $2,596-42.4% |
| Participant deferral / active EE | $3,096 | $4,230-26.8% | $5,135-39.7% | $4,274-27.6% |
| Admin fee / account holder | $1,410 | $9,543-85.2% | $12,742-88.9% | $7,775-81.9% |