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 | $123,866 | $78,428+57.9% | $95,960+29.1% | $79,852+55.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 12.71% | 19.37%-6.7pp | 91.63%-78.9pp | 31.72%-19.0pp |
| Employer contribution / active EE | $2,719 | $1,945+39.8% | $2,541+7.0% | $2,471+10.0% |
| Participant deferral / active EE | $5,261 | $3,440+52.9% | $4,167+26.3% | $3,740+40.6% |
| Admin fee / account holder | $7,092 | $5,622+26.1% | $6,797+4.3% | $5,306+33.6% |