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 | $65,706 | $153,769-57.3% | $133,975-51.0% | $273,972-76.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.37% | 36.51%-26.1pp | 29.29%-18.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $8,341 | $6,029+38.4% | $5,211+60.1% | $4,869+71.3% |
| Participant deferral / active EE | $4,858 | $6,958-30.2% | $6,282-22.7% | $5,287-8.1% |
| Admin fee / account holder | $945 | $11,765-92.0% | $9,324-89.9% | $10,133-90.7% |