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 | $81,900 | $86,330-5.1% | $121,871-32.8% | $94,015-12.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 19.23% | 14.95%+4.3pp | 13.57%+5.7pp | 17.84%+1.4pp |
| Employer contribution / active EE | $5,509 | $2,292+140.3% | $2,731+101.7% | $2,790+97.4% |
| Participant deferral / active EE | $13,523 | $3,146+329.8% | $4,318+213.1% | $4,249+218.2% |
| Admin fee / account holder | $18,134 | $7,346+146.9% | $11,551+57.0% | $8,951+102.6% |