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 | $77,955 | $81,331-4.2% | $155,534-49.9% | $80,935-3.7% |
| Participation rate | 96.8% | 66.3%+30.5pp | 78.2%+18.6pp | 67.7%+29.1pp |
| Annual return | 10.82% | 33.37%-22.5pp | 64.92%-54.1pp | 35.66%-24.8pp |
| Employer contribution / active EE | $2,045 | $3,105-34.1% | $4,675-56.2% | $2,757-25.8% |
| Participant deferral / active EE | $4,689 | $3,454+35.8% | $5,630-16.7% | $4,299+9.1% |
| Admin fee / account holder | $536 | $7,999-93.3% | $15,900-96.6% | $6,924-92.3% |