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 | $95,772 | $77,962+22.8% | $178,540-46.4% | $80,935+18.3% |
| Participation rate | 97.8% | 65.7%+32.1pp | 77.1%+20.7pp | 67.7%+30.1pp |
| Annual return | 11.76% | 18.10%-6.3pp | 27.15%-15.4pp | 35.66%-23.9pp |
| Employer contribution / active EE | $6,857 | $2,280+200.7% | $3,953+73.5% | $2,757+148.7% |
| Participant deferral / active EE | $3,848 | $4,404-12.6% | $6,281-38.7% | $4,299-10.5% |
| Admin fee / account holder | $7,238 | $7,156+1.1% | $10,424-30.6% | $6,924+4.5% |