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 | $86,271 | $81,446+5.9% | $103,374-16.5% | $80,874+6.7% |
| Participation rate | 79.6% | 66.9%+12.7pp | 74.5%+5.1pp | 67.6%+11.9pp |
| Annual return | 14.81% | 25.57%-10.8pp | 24.89%-10.1pp | 35.62%-20.8pp |
| Employer contribution / active EE | $2,586 | $3,107-16.8% | $3,869-33.2% | $2,756-6.2% |
| Participant deferral / active EE | $3,726 | $3,870-3.7% | $5,058-26.3% | $4,297-13.3% |
| Admin fee / account holder | $738 | $6,715-89.0% | $8,394-91.2% | $6,935-89.4% |