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 | $58,616 | $81,487-28.1% | $102,412-42.8% | $80,935-27.6% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.7%+28.3pp |
| Annual return | 10.71% | 25.60%-14.9pp | 24.94%-14.2pp | 35.66%-24.9pp |
| Employer contribution / active EE | $6,702 | $3,103+116.0% | $3,870+73.2% | $2,757+143.1% |
| Participant deferral / active EE | $3,183 | $3,871-17.8% | $5,060-37.1% | $4,299-26.0% |
| Admin fee / account holder | $475 | $6,717-92.9% | $8,388-94.3% | $6,924-93.1% |