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 | $105,037 | $61,660+70.3% | $80,022+31.3% | $64,173+63.7% |
| Participation rate | 75.6% | 71.7%+3.9pp | 75.8%-0.3pp | 69.6%+6.0pp |
| Annual return | -6.51% | -0.33%-6.2pp | 11.22%-17.7pp | 7.63%-14.1pp |
| Employer contribution / active EE | $2,138 | $1,810+18.1% | $2,468-13.4% | $2,381-10.2% |
| Participant deferral / active EE | $6,945 | $2,968+134.0% | $3,686+88.4% | $3,470+100.2% |
| Admin fee / account holder | $6,524 | $5,417+20.4% | $6,5210% | $4,887+33.5% |