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 | $66,779 | $71,480-6.6% | $90,782-26.4% | $64,181+4.0% |
| Participation rate | 100.0% | 77.6%+22.4pp | 82.7%+17.3pp | 69.6%+30.4pp |
| Annual return | 10.40% | -4.25%+14.6pp | -3.42%+13.8pp | 7.63%+2.8pp |
| Employer contribution / active EE | $5,980 | $3,415+75.1% | $4,105+45.7% | $2,381+151.2% |
| Participant deferral / active EE | $5,140 | $4,302+19.5% | $5,366-4.2% | $3,470+48.1% |
| Admin fee / account holder | $12,000 | $6,309+90.2% | $5,908+103.1% | $4,887+145.5% |