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 | $82,829 | $69,977+18.4% | $108,582-23.7% | $62,881+31.7% |
| Participation rate | 97.8% | 72.9%+24.9pp | 79.6%+18.2pp | 69.3%+28.5pp |
| Annual return | 5.67% | 10.73%-5.1pp | -51.70%+57.4pp | 20.14%-14.5pp |
| Employer contribution / active EE | $5,000 | $2,135+134.2% | $3,758+33.0% | $2,281+119.2% |
| Participant deferral / active EE | $6,020 | $3,165+90.2% | $4,311+39.6% | $3,203+87.9% |
| Admin fee / account holder | $608 | $5,076-88.0% | $7,645-92.0% | $4,296-85.8% |