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 | $108,407 | $106,749+1.6% | $145,433-25.5% | $82,448+31.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.27% | 27.59%-11.3pp | 66.58%-50.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $729 | $3,444-78.8% | $4,554-84.0% | $2,551-71.4% |
| Participant deferral / active EE | $8,176 | $6,519+25.4% | $7,897+3.5% | $4,139+97.5% |
| Admin fee / account holder | $1,130 | $8,390-86.5% | $13,129-91.4% | $7,234-84.4% |