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 | $80,818 | $47,944+68.6% | $67,834+19.1% | $62,881+28.5% |
| Participation rate | 82.8% | 61.1%+21.7pp | 68.8%+14.0pp | 69.3%+13.5pp |
| Annual return | 11.76% | 11.77%0pp | 138.47%-126.7pp | 20.14%-8.4pp |
| Employer contribution / active EE | $1,356 | $1,562-13.2% | $2,403-43.6% | $2,281-40.6% |
| Participant deferral / active EE | $2,757 | $2,247+22.7% | $3,160-12.7% | $3,203-13.9% |
| Admin fee / account holder | $1,889 | $3,712-49.1% | $4,622-59.1% | $4,296-56.0% |