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 | $92,156 | $67,411+36.7% | $91,004+1.3% | $70,126+31.4% |
| Participation rate | 97.1% | 71.4%+25.8pp | 75.6%+21.5pp | 69.5%+27.6pp |
| Annual return | 22.78% | -40.16%+62.9pp | 4.60%+18.2pp | 73.15%-50.4pp |
| Employer contribution / active EE | $1,480 | $1,786-17.1% | $2,456-39.7% | $2,343-36.8% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,730 | $4,236-35.5% | $5,417-49.6% | $4,645-41.2% |