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 | $66,205 | $81,487-18.8% | $102,412-35.4% | $80,935-18.2% |
| Participation rate | 94.9% | 66.8%+28.0pp | 74.5%+20.4pp | 67.7%+27.2pp |
| Annual return | 14.84% | 25.60%-10.8pp | 24.94%-10.1pp | 35.66%-20.8pp |
| Employer contribution / active EE | $10,238 | $3,103+229.9% | $3,870+164.6% | $2,757+271.4% |
| Participant deferral / active EE | $8,263 | $3,871+113.5% | $5,060+63.3% | $4,299+92.2% |
| Admin fee / account holder | $8,655 | $6,717+28.8% | $8,388+3.2% | $6,924+25.0% |