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 | $107,290 | $81,457+31.7% | $103,378+3.8% | $80,911+32.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.03% | 25.58%-12.5pp | 24.91%-11.9pp | 35.63%-22.6pp |
| Employer contribution / active EE | $3,275 | $3,107+5.4% | $3,870-15.4% | $2,756+18.9% |
| Participant deferral / active EE | $6,250 | $3,871+61.5% | $5,058+23.6% | $4,297+45.4% |
| Admin fee / account holder | $2,189 | $6,717-67.4% | $8,401-73.9% | $6,935-68.4% |