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 | $64,852 | $77,523-16.3% | $100,383-35.4% | $80,874-19.8% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.49% | 37.21%-23.7pp | 49.26%-35.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $3,010 | $2,801+7.5% | $3,944-23.7% | $2,756+9.2% |
| Participant deferral / active EE | $5,133 | $6,822-24.8% | $8,086-36.5% | $4,297+19.5% |
| Admin fee / account holder | $803 | $5,899-86.4% | $7,900-89.8% | $6,935-88.4% |