Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,859 | $81,504-14.3% | $102,437-31.8% | $80,959-13.7% |
| Participation rate | 85.7% | 66.9%+18.9pp | 74.5%+11.2pp | 67.7%+18.0pp |
| Annual return | 10.76% | 25.60%-14.8pp | 24.95%-14.2pp | 35.67%-24.9pp |
| Employer contribution / active EE | $10,772 | $3,104+247.1% | $3,871+178.3% | $2,757+290.7% |
| Participant deferral / active EE | $3,112 | $3,871-19.6% | $5,060-38.5% | $4,300-27.6% |
| Admin fee / account holder | $11,047 | $6,719+64.4% | $8,388+31.7% | $6,925+59.5% |