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 | $73,577 | $58,493+25.8% | $84,023-12.4% | $72,976+0.8% |
| Participation rate | 75.0% | 61.2%+13.8pp | 69.0%+6.0pp | 69.5%+5.5pp |
| Annual return | 23.75% | 28.93%-5.2pp | 71.32%-47.6pp | 81.02%-57.3pp |
| Employer contribution / active EE | $1,112 | $1,163-4.4% | $1,984-43.9% | $2,440-54.4% |
| Participant deferral / active EE | $4,776 | $2,394+99.5% | $3,239+47.4% | $3,608+32.4% |
| Admin fee / account holder | $3,571 | $4,569-21.8% | $6,102-41.5% | $5,124-30.3% |