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 | $114,268 | $76,551+49.3% | $123,894-7.8% | $62,881+81.7% |
| Participation rate | 70.6% | 73.0%-2.4pp | 81.4%-10.8pp | 69.3%+1.3pp |
| Annual return | 9.97% | 18.68%-8.7pp | 47.52%-37.5pp | 20.14%-10.2pp |
| Employer contribution / active EE | $881 | $2,882-69.4% | $4,617-80.9% | $2,281-61.4% |
| Participant deferral / active EE | $6,261 | $4,840+29.4% | $5,984+4.6% | $3,203+95.5% |
| Admin fee / account holder | $12,053 | $4,826+149.8% | $8,357+44.2% | $4,296+180.6% |