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 | $85,742 | $124,425-31.1% | $112,040-23.5% | $137,256-37.5% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 18.54% | 24.72%-6.2pp | 24.52%-6.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $10,311 | $3,411+202.2% | $2,954+249.0% | $4,156+148.1% |
| Participant deferral / active EE | $7,711 | $5,718+34.8% | $5,098+51.3% | $6,407+20.4% |
| Admin fee / account holder | $661 | $15,207-95.7% | $12,098-94.5% | $12,270-94.6% |