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 | $69,355 | $76,551-9.4% | $123,894-44.0% | $62,881+10.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 10.96% | 18.68%-7.7pp | 47.52%-36.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $6,995 | $2,882+142.7% | $4,617+51.5% | $2,281+206.7% |
| Participant deferral / active EE | $5,281 | $4,840+9.1% | $5,984-11.7% | $3,203+64.9% |
| Admin fee / account holder | $4,629 | $4,826-4.1% | $8,357-44.6% | $4,296+7.8% |