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 | $84,534 | $61,660+37.1% | $80,022+5.6% | $64,173+31.7% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 10.34% | -0.33%+10.7pp | 11.22%-0.9pp | 7.63%+2.7pp |
| Employer contribution / active EE | $6,867 | $1,810+279.3% | $2,468+178.2% | $2,381+188.4% |
| Participant deferral / active EE | $4,148 | $2,968+39.8% | $3,686+12.5% | $3,470+19.5% |
| Admin fee / account holder | $2,985 | $5,417-44.9% | $6,521-54.2% | $4,887-38.9% |