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 | $89,918 | $126,661-29.0% | $113,397-20.7% | $138,895-35.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 17.34% | 25.05%-7.7pp | 23.20%-5.9pp | 145.39%-128.1pp |
| Employer contribution / active EE | $3,637 | $3,456+5.2% | $2,977+22.2% | $4,194-13.3% |
| Participant deferral / active EE | $4,833 | $5,693-15.1% | $5,076-4.8% | $6,396-24.4% |
| Admin fee / account holder | $676 | $14,549-95.4% | $11,957-94.3% | $12,562-94.6% |