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 | $77,054 | $39,132+96.9% | $57,196+34.7% | $62,881+22.5% |
| Participation rate | 79.3% | 70.5%+8.8pp | 75.3%+4.0pp | 69.3%+10.0pp |
| Annual return | 8.89% | 9.24%-0.4pp | 14.59%-5.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $7,138 | $1,874+280.9% | $2,683+166.1% | $2,281+213.0% |
| Participant deferral / active EE | $4,371 | $2,374+84.1% | $3,096+41.2% | $3,203+36.5% |
| Admin fee / account holder | $1,431 | $2,594-44.8% | $3,141-54.4% | $4,296-66.7% |