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 | $132,818 | $57,119+132.5% | $85,187+55.9% | $80,935+64.1% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 12.46% | 21.70%-9.2pp | 66.67%-54.2pp | 35.66%-23.2pp |
| Employer contribution / active EE | $2,896 | $1,802+60.8% | $2,732+6.0% | $2,757+5.1% |
| Participant deferral / active EE | $5,437 | $3,115+74.5% | $4,525+20.2% | $4,299+26.4% |
| Admin fee / account holder | $1,250 | $4,990-74.9% | $6,162-79.7% | $6,924-81.9% |