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 | $78,254 | $99,994-21.7% | $146,647-46.6% | $85,851-8.8% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.21% | 18.93%-6.7pp | 22.75%-10.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $4,049 | $2,559+58.2% | $4,137-2.1% | $2,565+57.8% |
| Participant deferral / active EE | $11,571 | $4,006+188.8% | $5,506+110.1% | $3,952+192.8% |
| Admin fee / account holder | $9,266 | $7,703+20.3% | $10,281-9.9% | $6,261+48.0% |