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 | $114,171 | $153,769-25.8% | $133,975-14.8% | $273,972-58.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.87% | 36.51%-29.6pp | 29.29%-22.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $4,029 | $6,029-33.2% | $5,211-22.7% | $4,869-17.2% |
| Participant deferral / active EE | $15,235 | $6,958+118.9% | $6,282+142.5% | $5,287+188.1% |
| Admin fee / account holder | $3,411 | $11,765-71.0% | $9,324-63.4% | $10,133-66.3% |