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 | $78,691 | $126,661-37.9% | $113,397-30.6% | $138,895-43.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 15.12% | 25.05%-9.9pp | 23.20%-8.1pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,165 | $3,456-66.3% | $2,977-60.9% | $4,194-72.2% |
| Participant deferral / active EE | $2,159 | $5,693-62.1% | $5,076-57.5% | $6,396-66.2% |
| Admin fee / account holder | $586 | $14,549-96.0% | $11,957-95.1% | $12,562-95.3% |