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 | $98,406 | $106,524-7.6% | $152,301-35.4% | $87,485+12.5% |
| Participation rate | 96.1% | 75.8%+20.3pp | 82.4%+13.6pp | 68.9%+27.1pp |
| Annual return | 19.01% | 26.89%-7.9pp | 80.50%-61.5pp | 26.06%-7.1pp |
| Employer contribution / active EE | $7,525 | $3,371+123.2% | $4,624+62.7% | $2,596+189.8% |
| Participant deferral / active EE | $8,101 | $6,525+24.2% | $8,004+1.2% | $4,274+89.6% |
| Admin fee / account holder | $1,002 | $8,287-87.9% | $14,398-93.0% | $7,775-87.1% |