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 | $81,831 | $80,992+1.0% | $96,534-15.2% | $75,173+8.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 19.06% | 27.05%-8.0pp | 25.88%-6.8pp | 160.72%-141.7pp |
| Employer contribution / active EE | $3,342 | $2,283+46.4% | $2,965+12.7% | $2,671+25.1% |
| Participant deferral / active EE | $10,968 | $3,929+179.1% | $4,851+126.1% | $4,126+165.8% |
| Admin fee / account holder | $2,360 | $6,717-64.9% | $8,253-71.4% | $5,651-58.2% |