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 | $76,003 | $32,037+137.2% | $69,182+9.9% | $62,881+20.9% |
| Participation rate | 93.4% | 43.4%+50.0pp | 55.1%+38.3pp | 69.3%+24.1pp |
| Annual return | 9.31% | 15.16%-5.9pp | -21.93%+31.2pp | 20.14%-10.8pp |
| Employer contribution / active EE | $1,689 | $679+148.7% | $1,206+40.0% | $2,281-25.9% |
| Participant deferral / active EE | $5,765 | $1,185+386.3% | $1,897+203.9% | $3,203+80.0% |
| Admin fee / account holder | $361 | $2,608-86.2% | $2,697-86.6% | $4,296-91.6% |