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 | $60,691 | $56,277+7.8% | $80,976-25.1% | $62,891-3.5% |
| Participation rate | 74.1% | 69.0%+5.1pp | 75.8%-1.7pp | 69.3%+4.8pp |
| Annual return | 8.97% | 22.12%-13.1pp | 17.10%-8.1pp | 20.14%-11.2pp |
| Employer contribution / active EE | $518 | $1,943-73.3% | $3,714-86.1% | $2,281-77.3% |
| Participant deferral / active EE | $4,849 | $4,195+15.6% | $5,696-14.9% | $3,203+51.4% |
| Admin fee / account holder | $3,962 | $3,741+5.9% | $5,516-28.2% | $4,296-7.8% |