Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $66,092 | $67,602-2.2% | $82,312-19.7% | $70,126-5.8% |
| Participation rate | 75.9% | 72.8%+3.1pp | 76.9%-1.0pp | 69.5%+6.3pp |
| Annual return | 12.74% | 21.57%-8.8pp | 25.88%-13.1pp | 73.15%-60.4pp |
| Employer contribution / active EE | $944 | $1,755-46.2% | $2,428-61.1% | $2,343-59.7% |
| Participant deferral / active EE | $3,850 | $2,987+28.9% | $3,706+3.9% | $3,332+15.5% |
| Admin fee / account holder | $9,422 | $4,512+108.8% | $5,608+68.0% | $4,645+102.8% |