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 | $72,093 | $153,769-53.1% | $133,975-46.2% | $273,972-73.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 13.75% | 36.51%-22.8pp | 29.29%-15.5pp | 41.46%-27.7pp |
| Employer contribution / active EE | $4,178 | $6,029-30.7% | $5,211-19.8% | $4,869-14.2% |
| Participant deferral / active EE | $12,544 | $6,958+80.3% | $6,282+99.7% | $5,287+137.2% |
| Admin fee / account holder | $2,477 | $11,765-78.9% | $9,324-73.4% | $10,133-75.6% |