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 | $72,217 | $67,602+6.8% | $82,312-12.3% | $70,126+3.0% |
| Participation rate | 98.0% | 72.8%+25.2pp | 76.9%+21.1pp | 69.5%+28.4pp |
| Annual return | 12.53% | 21.57%-9.0pp | 25.88%-13.3pp | 73.15%-60.6pp |
| Employer contribution / active EE | $10,204 | $1,755+481.5% | $2,428+320.2% | $2,343+335.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $651 | $4,512-85.6% | $5,608-88.4% | $4,645-86.0% |