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 | $60,542 | $110,137-45.0% | $161,149-62.4% | $82,637-26.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.64% | 20.69%-6.0pp | 21.16%-6.5pp | 53.51%-38.9pp |
| Employer contribution / active EE | $5,969 | $2,856+109.0% | $4,360+36.9% | $2,552+133.9% |
| Participant deferral / active EE | $11,561 | $4,575+152.7% | $6,153+87.9% | $4,126+180.2% |
| Admin fee / account holder | $12,222 | $9,467+29.1% | $15,194-19.6% | $7,339+66.5% |