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 | $55,145 | $69,977-21.2% | $108,582-49.2% | $62,881-12.3% |
| Participation rate | 90.6% | 72.9%+17.7pp | 79.6%+11.1pp | 69.3%+21.3pp |
| Annual return | 7.66% | 10.73%-3.1pp | -51.70%+59.4pp | 20.14%-12.5pp |
| Employer contribution / active EE | $2,250 | $2,135+5.4% | $3,758-40.1% | $2,281-1.4% |
| Participant deferral / active EE | $6,359 | $3,165+100.9% | $4,311+47.5% | $3,203+98.5% |
| Admin fee / account holder | $320 | $5,076-93.7% | $7,645-95.8% | $4,296-92.6% |