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 | $80,200 | $199,109-59.7% | $173,730-53.8% | $154,746-48.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.10% | 20.02%-8.9pp | 19.96%-8.9pp | 172.34%-161.2pp |
| Employer contribution / active EE | $1,320 | $5,311-75.1% | $4,577-71.2% | $4,379-69.9% |
| Participant deferral / active EE | $4,696 | $7,113-34.0% | $6,326-25.8% | $6,730-30.2% |
| Admin fee / account holder | $3,080 | $20,916-85.3% | $17,523-82.4% | $14,365-78.6% |