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 | $123,995 | $106,749+16.2% | $145,433-14.7% | $82,448+50.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 17.80% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,101 | $3,444-10.0% | $4,554-31.9% | $2,551+21.6% |
| Participant deferral / active EE | $6,569 | $6,519+0.8% | $7,897-16.8% | $4,139+58.7% |
| Admin fee / account holder | $2,560 | $8,390-69.5% | $13,129-80.5% | $7,234-64.6% |