Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $76,929 | $42,383+81.5% | $76,518+0.5% | $64,173+19.9% |
| Participation rate | 86.7% | 58.1%+28.5pp | 68.0%+18.7pp | 69.6%+17.1pp |
| Annual return | 14.58% | -16.54%+31.1pp | -0.27%+14.8pp | 7.63%+6.9pp |
| Employer contribution / active EE | $3,584 | $1,563+129.3% | $2,647+35.4% | $2,381+50.5% |
| Participant deferral / active EE | $9,979 | $2,566+288.8% | $3,836+160.2% | $3,470+187.6% |
| Admin fee / account holder | $2,257 | $3,198-29.4% | $4,849-53.4% | $4,887-53.8% |