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 | $96,969 | $93,064+4.2% | $74,577+30.0% | $273,972-64.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.96% | 26.18%-17.2pp | 20.47%-11.5pp | 41.46%-32.5pp |
| Employer contribution / active EE | $5,521 | $3,160+74.7% | $2,525+118.6% | $4,869+13.4% |
| Participant deferral / active EE | $0 | $4,160-100.0% | $3,458-100.0% | $5,287-100.0% |
| Admin fee / account holder | $5,546 | $5,273+5.2% | $4,138+34.0% | $10,133-45.3% |