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 | $95,986 | $86,949+10.4% | $102,460-6.3% | $80,959+18.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.75% | 18.89%-8.1pp | 29.47%-18.7pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,404 | $2,370+1.5% | $3,025-20.5% | $2,757-12.8% |
| Participant deferral / active EE | $6,186 | $4,121+50.1% | $5,056+22.3% | $4,300+43.8% |
| Admin fee / account holder | $9,701 | $8,048+20.5% | $9,460+2.5% | $6,925+40.1% |