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 | $96,274 | $215,361-55.3% | $171,082-43.7% | $273,972-64.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 4.66% | 25.14%-20.5pp | 32.56%-27.9pp | 41.46%-36.8pp |
| Employer contribution / active EE | $2,142 | $4,967-56.9% | $4,002-46.5% | $4,869-56.0% |
| Participant deferral / active EE | $5,730 | $5,543+3.4% | $4,797+19.4% | $5,287+8.4% |
| Admin fee / account holder | $7,214 | $10,846-33.5% | $8,520-15.3% | $10,133-28.8% |