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 | $88,586 | $181,896-51.3% | $156,551-43.4% | $273,972-67.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.63% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $3,534 | $6,248-43.4% | $5,501-35.8% | $4,869-27.4% |
| Participant deferral / active EE | $5,194 | $5,550-6.4% | $4,871+6.6% | $5,287-1.8% |
| Admin fee / account holder | $6,802 | $15,560-56.3% | $13,028-47.8% | $10,133-32.9% |