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 | $112,089 | $65,685+70.6% | $57,181+96.0% | $273,968-59.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.65% | 21.99%-19.3pp | 14.59%-11.9pp | 41.45%-38.8pp |
| Employer contribution / active EE | $21,304 | $3,279+549.8% | $2,682+694.2% | $4,869+337.6% |
| Participant deferral / active EE | $10,711 | $3,781+183.3% | $3,096+246.0% | $5,287+102.6% |
| Admin fee / account holder | $5,130 | $4,835+6.1% | $3,139+63.4% | $10,132-49.4% |