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 | $59,964 | $69,977-14.3% | $108,582-44.8% | $62,881-4.6% |
| Participation rate | 83.0% | 72.9%+10.1pp | 79.6%+3.4pp | 69.3%+13.7pp |
| Annual return | 8.38% | 10.73%-2.4pp | -51.70%+60.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $2,722 | $2,135+27.5% | $3,758-27.6% | $2,281+19.3% |
| Participant deferral / active EE | $4,583 | $3,165+44.8% | $4,311+6.3% | $3,203+43.1% |
| Admin fee / account holder | $4,939 | $5,076-2.7% | $7,645-35.4% | $4,296+15.0% |