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 | $77,318 | $100,003-22.7% | $146,685-47.3% | $85,856-9.9% |
| Participation rate | 90.6% | 73.1%+17.6pp | 80.1%+10.6pp | 69.3%+21.3pp |
| Annual return | 11.52% | 18.93%-7.4pp | 22.75%-11.2pp | 318.58%-307.1pp |
| Employer contribution / active EE | $11,279 | $2,559+340.7% | $4,137+172.6% | $2,565+339.7% |
| Participant deferral / active EE | $5,239 | $4,006+30.8% | $5,507-4.9% | $3,952+32.6% |
| Admin fee / account holder | $2,530 | $7,704-67.2% | $10,281-75.4% | $6,261-59.6% |