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 | $78,785 | $215,361-63.4% | $171,082-53.9% | $273,972-71.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 7.59% | 25.14%-17.6pp | 32.56%-25.0pp | 41.46%-33.9pp |
| Employer contribution / active EE | $2,423 | $4,967-51.2% | $4,002-39.5% | $4,869-50.2% |
| Participant deferral / active EE | $7,008 | $5,543+26.4% | $4,797+46.1% | $5,287+32.5% |
| Admin fee / account holder | $1,552 | $10,846-85.7% | $8,520-81.8% | $10,133-84.7% |