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 | $103,893 | $124,425-16.5% | $112,040-7.3% | $137,256-24.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 14.44% | 24.72%-10.3pp | 24.52%-10.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,767 | $3,411-18.9% | $2,954-6.3% | $4,156-33.4% |
| Participant deferral / active EE | $10,375 | $5,718+81.4% | $5,098+103.5% | $6,407+61.9% |
| Admin fee / account holder | $1,381 | $15,207-90.9% | $12,098-88.6% | $12,270-88.7% |