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 | $76,604 | $99,875-23.3% | $146,866-47.8% | $86,983-11.9% |
| Participation rate | 79.1% | 75.8%+3.3pp | 82.5%-3.4pp | 69.5%+9.5pp |
| Annual return | 15.87% | 28.10%-12.2pp | 102.85%-87.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $2,109 | $3,224-34.6% | $4,425-52.3% | $2,584-18.4% |
| Participant deferral / active EE | $5,382 | $6,322-14.9% | $7,759-30.6% | $4,194+28.3% |
| Admin fee / account holder | $11,872 | $7,838+51.5% | $13,620-12.8% | $7,856+51.1% |