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 | $76,494 | $86,949-12.0% | $102,460-25.3% | $80,959-5.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 12.63% | 18.89%-6.3pp | 29.47%-16.8pp | 35.67%-23.0pp |
| Employer contribution / active EE | $2,299 | $2,370-3.0% | $3,025-24.0% | $2,757-16.6% |
| Participant deferral / active EE | $5,513 | $4,121+33.8% | $5,056+9.0% | $4,300+28.2% |
| Admin fee / account holder | $1,897 | $8,048-76.4% | $9,460-79.9% | $6,925-72.6% |