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 | $122,017 | $99,345+22.8% | $84,753+44.0% | $273,972-55.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.50% | 22.93%-16.4pp | 22.78%-16.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $5,082 | $4,214+20.6% | $3,574+42.2% | $4,869+4.4% |
| Participant deferral / active EE | $12,524 | $4,270+193.3% | $3,712+237.4% | $5,287+136.9% |
| Admin fee / account holder | $1,291 | $6,645-80.6% | $5,333-75.8% | $10,133-87.3% |