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 | $72,014 | $136,307-47.2% | $106,619-32.5% | $273,972-73.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 10.55% | 11.05%-0.5pp | 9.42%+1.1pp | 41.46%-30.9pp |
| Employer contribution / active EE | $3,047 | $5,190-41.3% | $3,947-22.8% | $4,869-37.4% |
| Participant deferral / active EE | $3,766 | $4,969-24.2% | $3,930-4.2% | $5,287-28.8% |
| Admin fee / account holder | $20,899 | $8,625+142.3% | $6,418+225.6% | $10,133+106.3% |