Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,301 | $86,050-19.5% | $189,758-63.5% | $94,015-26.3% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 20.23% | 17.77%+2.5pp | 52.62%-32.4pp | 17.84%+2.4pp |
| Employer contribution / active EE | $3,241 | $2,819+14.9% | $4,767-32.0% | $2,790+16.1% |
| Participant deferral / active EE | $10,758 | $3,349+221.3% | $5,856+83.7% | $4,249+153.2% |
| Admin fee / account holder | $2,083 | $6,627-68.6% | $20,388-89.8% | $8,951-76.7% |