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 | $95,720 | $87,106+9.9% | $105,607-9.4% | $80,935+18.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 28.19% | 17.01%+11.2pp | 116.11%-87.9pp | 35.66%-7.5pp |
| Employer contribution / active EE | $2,421 | $2,396+1.0% | $3,167-23.6% | $2,757-12.2% |
| Participant deferral / active EE | $3,941 | $3,986-1.1% | $5,011-21.4% | $4,299-8.3% |
| Admin fee / account holder | $4,093 | $8,447-51.5% | $10,958-62.6% | $6,924-40.9% |