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 | $85,016 | $52,306+62.5% | $69,779+21.8% | $62,881+35.2% |
| Participation rate | 92.6% | 67.2%+25.4pp | 71.8%+20.8pp | 69.3%+23.3pp |
| Annual return | 6.09% | 13.35%-7.3pp | 12.99%-6.9pp | 20.14%-14.1pp |
| Employer contribution / active EE | $8,761 | $1,799+386.9% | $2,338+274.6% | $2,281+284.1% |
| Participant deferral / active EE | $3,950 | $2,395+64.9% | $2,931+34.8% | $3,203+23.3% |
| Admin fee / account holder | $1,167 | $3,691-68.4% | $4,381-73.4% | $4,296-72.8% |