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 | $98,441 | $407,956-75.9% | $299,830-67.2% | $198,609-50.4% |
| Participation rate | 83.3% | 83.3%0pp | 78.5%+4.8pp | 82.4%+1.0pp |
| Annual return | 14.48% | 6.66%+7.8pp | 10.58%+3.9pp | 202.70%-188.2pp |
| Employer contribution / active EE | $3,348 | $7,661-56.3% | $5,842-42.7% | $5,055-33.8% |
| Participant deferral / active EE | $6,495 | $8,628-24.7% | $7,038-7.7% | $6,977-6.9% |
| Admin fee / account holder | $47,600 | $73,031-34.8% | $50,982-6.6% | $19,030+150.1% |