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 | $99,401 | $56,544+75.8% | $75,501+31.7% | $70,126+41.7% |
| Participation rate | 70.8% | 68.1%+2.7pp | 72.4%-1.5pp | 69.5%+1.3pp |
| Annual return | 15.04% | 23.59%-8.5pp | 27.35%-12.3pp | 73.15%-58.1pp |
| Employer contribution / active EE | $1,202 | $1,817-33.8% | $2,352-48.9% | $2,343-48.7% |
| Participant deferral / active EE | $3,025 | $2,580+17.3% | $3,142-3.7% | $3,332-9.2% |
| Admin fee / account holder | $5,054 | $3,827+32.1% | $5,801-12.9% | $4,645+8.8% |