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 | $97,349 | $106,524-8.6% | $152,301-36.1% | $87,485+11.3% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.4%+1.9pp | 68.9%+15.4pp |
| Annual return | 15.16% | 26.89%-11.7pp | 80.50%-65.3pp | 26.06%-10.9pp |
| Employer contribution / active EE | $2,002 | $3,371-40.6% | $4,624-56.7% | $2,596-22.9% |
| Participant deferral / active EE | $4,142 | $6,525-36.5% | $8,004-48.2% | $4,274-3.1% |
| Admin fee / account holder | $494 | $8,287-94.0% | $14,398-96.6% | $7,775-93.6% |