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 | $117,085 | $87,733+33.5% | $106,555+9.9% | $85,847+36.4% |
| Participation rate | 80.6% | 71.9%+8.6pp | 76.1%+4.4pp | 69.3%+11.2pp |
| Annual return | 11.83% | 21.86%-10.0pp | 26.80%-15.0pp | 318.61%-306.8pp |
| Employer contribution / active EE | $576 | $2,073-72.2% | $2,819-79.6% | $2,565-77.6% |
| Participant deferral / active EE | $3,676 | $3,469+5.9% | $4,399-16.4% | $3,952-7.0% |
| Admin fee / account holder | $4,051 | $6,767-40.1% | $7,408-45.3% | $6,261-35.3% |