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 | $84,735 | $110,212-23.1% | $96,534-12.2% | $139,466-39.2% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 21.60% | 26.42%-4.8pp | 25.88%-4.3pp | 373.66%-352.1pp |
| Employer contribution / active EE | $1,315 | $3,620-63.7% | $2,965-55.7% | $4,754-72.3% |
| Participant deferral / active EE | $8,033 | $5,547+44.8% | $4,851+65.6% | $6,712+19.7% |
| Admin fee / account holder | $1,941 | $11,599-83.3% | $8,253-76.5% | $11,409-83.0% |