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 | $79,025 | $89,532-11.7% | $103,447-23.6% | $80,925-2.3% |
| Participation rate | 74.3% | 76.0%-1.7pp | 80.5%-6.2pp | 67.7%+6.7pp |
| Annual return | 27.47% | 22.80%+4.7pp | 23.92%+3.6pp | 35.65%-8.2pp |
| Employer contribution / active EE | $3,500 | $4,023-13.0% | $4,678-25.2% | $2,756+27.0% |
| Participant deferral / active EE | $7,697 | $5,459+41.0% | $6,624+16.2% | $4,299+79.1% |
| Admin fee / account holder | $4,620 | $6,774-31.8% | $9,415-50.9% | $6,940-33.4% |