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 | $105,956 | $107,733-1.6% | $92,985+13.9% | $154,746-31.5% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 9.47% | 30.39%-20.9pp | 27.99%-18.5pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,982 | $3,126-4.6% | $2,662+12.0% | $4,379-31.9% |
| Participant deferral / active EE | $9,431 | $5,053+86.6% | $4,377+115.5% | $6,730+40.1% |
| Admin fee / account holder | $16,299 | $11,369+43.4% | $9,463+72.2% | $14,365+13.5% |