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 | $111,314 | $62,586+77.9% | $76,766+45.0% | $64,181+73.4% |
| Participation rate | 93.1% | 72.8%+20.3pp | 77.0%+16.1pp | 69.6%+23.5pp |
| Annual return | -7.49% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $6,239 | $1,832+240.6% | $2,485+151.0% | $2,381+162.1% |
| Participant deferral / active EE | $3,009 | $3,145-4.3% | $3,851-21.9% | $3,470-13.3% |
| Admin fee / account holder | $3,929 | $4,667-15.8% | $6,675-41.1% | $4,887-19.6% |