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 | $123,370 | $124,425-0.8% | $112,040+10.1% | $137,256-10.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.53% | 24.72%-10.2pp | 24.52%-10.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $7,766 | $3,411+127.6% | $2,954+162.9% | $4,156+86.9% |
| Participant deferral / active EE | $17,624 | $5,718+208.2% | $5,098+245.7% | $6,407+175.1% |
| Admin fee / account holder | $4,404 | $15,207-71.0% | $12,098-63.6% | $12,270-64.1% |