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 | $89,210 | $65,712+35.8% | $57,196+56.0% | $273,972-67.4% |
| Participation rate | 76.9% | 78.3%-1.4pp | 75.3%+1.6pp | 83.0%-6.1pp |
| Annual return | 8.21% | 22.01%-13.8pp | 14.59%-6.4pp | 41.46%-33.2pp |
| Employer contribution / active EE | $2,603 | $3,280-20.6% | $2,683-3.0% | $4,869-46.5% |
| Participant deferral / active EE | $8,956 | $3,782+136.8% | $3,096+189.3% | $5,287+69.4% |
| Admin fee / account holder | $61,474 | $4,838+1170.8% | $3,141+1857.4% | $10,133+506.7% |