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 | $82,334 | $99,345-17.1% | $84,753-2.9% | $273,972-69.9% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 11.26% | 22.93%-11.7pp | 22.78%-11.5pp | 41.46%-30.2pp |
| Employer contribution / active EE | $1,442 | $4,214-65.8% | $3,574-59.7% | $4,869-70.4% |
| Participant deferral / active EE | $6,945 | $4,270+62.7% | $3,712+87.1% | $5,287+31.4% |
| Admin fee / account holder | $310 | $6,645-95.3% | $5,333-94.2% | $10,133-96.9% |