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 | $85,391 | $64,517+32.4% | $81,438+4.9% | $80,874+5.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.58% | 16.35%-5.8pp | 24.74%-14.2pp | 35.62%-25.0pp |
| Employer contribution / active EE | $5,573 | $1,982+181.2% | $2,460+126.5% | $2,756+102.3% |
| Participant deferral / active EE | $7,239 | $3,096+133.8% | $3,883+86.4% | $4,297+68.5% |
| Admin fee / account holder | $1,789 | $5,677-68.5% | $5,764-69.0% | $6,935-74.2% |