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 | $81,249 | $56,110+44.8% | $94,993-14.5% | $70,126+15.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 16.59% | 51.02%-34.4pp | 27.14%-10.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $2,037 | $1,442+41.2% | $2,603-21.8% | $2,343-13.0% |
| Participant deferral / active EE | $5,292 | $2,391+121.3% | $3,317+59.5% | $3,332+58.8% |
| Admin fee / account holder | $5,012 | $3,456+45.0% | $4,960+1.0% | $4,645+7.9% |