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 | $112,802 | $49,249+129.0% | $70,476+60.1% | $79,852+41.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 22.03% | 30.09%-8.1pp | 109.12%-87.1pp | 31.72%-9.7pp |
| Employer contribution / active EE | $6,472 | $2,100+208.1% | $2,738+136.4% | $2,471+161.9% |
| Participant deferral / active EE | $6,002 | $2,769+116.8% | $3,710+61.8% | $3,740+60.5% |
| Admin fee / account holder | $7,616 | $2,878+164.6% | $3,847+98.0% | $5,306+43.5% |