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 | $85,275 | $56,110+52.0% | $94,993-10.2% | $70,126+21.6% |
| Participation rate | 76.4% | 65.0%+11.4pp | 73.9%+2.5pp | 69.5%+6.8pp |
| Annual return | 21.38% | 51.02%-29.6pp | 27.14%-5.8pp | 73.15%-51.8pp |
| Employer contribution / active EE | $1,177 | $1,442-18.4% | $2,603-54.8% | $2,343-49.7% |
| Participant deferral / active EE | $2,737 | $2,391+14.4% | $3,317-17.5% | $3,332-17.9% |
| Admin fee / account holder | $378 | $3,456-89.1% | $4,960-92.4% | $4,645-91.9% |