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 | $58,255 | $153,769-62.1% | $133,975-56.5% | $273,972-78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.83% | 36.51%-31.7pp | 29.29%-24.5pp | 41.46%-36.6pp |
| Employer contribution / active EE | $2,089 | $6,029-65.4% | $5,211-59.9% | $4,869-57.1% |
| Participant deferral / active EE | $8,814 | $6,958+26.7% | $6,282+40.3% | $5,287+66.7% |
| Admin fee / account holder | $5,250 | $11,765-55.4% | $9,324-43.7% | $10,133-48.2% |