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 | $80,310 | $181,896-55.8% | $156,551-48.7% | $273,972-70.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.13% | 30.74%-23.6pp | 32.23%-25.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $9,673 | $6,248+54.8% | $5,501+75.8% | $4,869+98.7% |
| Participant deferral / active EE | $8,605 | $5,550+55.0% | $4,871+76.7% | $5,287+62.8% |
| Admin fee / account holder | $5,128 | $15,560-67.0% | $13,028-60.6% | $10,133-49.4% |