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 | $79,004 | $92,219-14.3% | $76,767+2.9% | $135,380-41.6% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | 8.68% | 5.46%+3.2pp | 2.43%+6.3pp | 519.81%-511.1pp |
| Employer contribution / active EE | $2,300 | $3,216-28.5% | $2,485-7.4% | $4,779-51.9% |
| Participant deferral / active EE | $5,722 | $4,508+26.9% | $3,852+48.6% | $5,609+2.0% |
| Admin fee / account holder | $5,835 | $10,749-45.7% | $6,675-12.6% | $10,828-46.1% |