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 | $67,245 | $100,194-32.9% | $122,979-45.3% | $86,983-22.7% |
| Participation rate | 95.3% | 73.0%+22.4pp | 77.2%+18.2pp | 69.5%+25.8pp |
| Annual return | 14.44% | 16.47%-2.0pp | 20.12%-5.7pp | 25.83%-11.4pp |
| Employer contribution / active EE | $2,165 | $2,326-6.9% | $3,062-29.3% | $2,584-16.2% |
| Participant deferral / active EE | $2,696 | $4,133-34.8% | $5,003-46.1% | $4,194-35.7% |
| Admin fee / account holder | $8,042 | $10,148-20.7% | $12,864-37.5% | $7,856+2.4% |