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 | $84,896 | $167,415-49.3% | $140,514-39.6% | $198,609-57.3% |
| Participation rate | 100.0% | 80.9%+19.1pp | 77.8%+22.2pp | 82.4%+17.6pp |
| Annual return | 14.32% | 13.85%+0.5pp | 14.36%0pp | 202.70%-188.4pp |
| Employer contribution / active EE | $2,936 | $4,088-28.2% | $3,378-13.1% | $5,055-41.9% |
| Participant deferral / active EE | $5,999 | $5,579+7.5% | $4,919+22.0% | $6,977-14.0% |
| Admin fee / account holder | $462 | $16,730-97.2% | $13,697-96.6% | $19,030-97.6% |