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 | $65,400 | $72,177-9.4% | $115,038-43.1% | $59,633+9.7% |
| Participation rate | 73.3% | 72.6%+0.8pp | 81.4%-8.0pp | 68.7%+4.7pp |
| Annual return | 4.26% | 12.02%-7.8pp | 26.14%-21.9pp | 2041.45%-2037.2pp |
| Employer contribution / active EE | $1,951 | $2,841-31.3% | $4,608-57.7% | $2,203-11.4% |
| Participant deferral / active EE | $9,911 | $4,783+107.2% | $6,026+64.5% | $3,192+210.5% |
| Admin fee / account holder | $12,427 | $4,927+152.2% | $8,175+52.0% | $4,297+189.2% |