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 | $81,236 | $86,949-6.6% | $102,460-20.7% | $80,959+0.3% |
| Participation rate | 86.1% | 72.4%+13.7pp | 76.5%+9.6pp | 67.7%+18.4pp |
| Annual return | 15.04% | 18.89%-3.9pp | 29.47%-14.4pp | 35.67%-20.6pp |
| Employer contribution / active EE | $2,135 | $2,370-9.9% | $3,025-29.4% | $2,757-22.6% |
| Participant deferral / active EE | $5,379 | $4,121+30.5% | $5,056+6.4% | $4,300+25.1% |
| Admin fee / account holder | $3,762 | $8,048-53.2% | $9,460-60.2% | $6,925-45.7% |