Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $129,982 | $138,393-6.1% | $184,256-29.5% | $80,959+60.6% |
| Participation rate | 77.8% | 83.9%-6.1pp | 86.8%-9.0pp | 67.7%+10.1pp |
| Annual return | 18.87% | 20.01%-1.1pp | 28.85%-10.0pp | 35.67%-16.8pp |
| Employer contribution / active EE | $1,997 | $4,847-58.8% | $6,427-68.9% | $2,757-27.6% |
| Participant deferral / active EE | $4,924 | $7,076-30.4% | $9,133-46.1% | $4,300+14.5% |
| Admin fee / account holder | $2,480 | $10,489-76.4% | $13,899-82.2% | $6,925-64.2% |