Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $73,922 | $81,358-9.1% | $155,556-52.5% | $80,959-8.7% |
| Participation rate | 71.7% | 66.3%+5.5pp | 78.2%-6.5pp | 67.7%+4.1pp |
| Annual return | 15.19% | 33.39%-18.2pp | 64.84%-49.6pp | 35.67%-20.5pp |
| Employer contribution / active EE | $2,266 | $3,106-27.1% | $4,675-51.5% | $2,757-17.8% |
| Participant deferral / active EE | $3,989 | $3,455+15.4% | $5,631-29.2% | $4,300-7.2% |
| Admin fee / account holder | $956 | $7,994-88.0% | $15,885-94.0% | $6,925-86.2% |