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 | $100,173 | $125,797-20.4% | $170,057-41.1% | $75,177+33.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 36.49% | 27.20%+9.3pp | 53.42%-16.9pp | 160.75%-124.3pp |
| Employer contribution / active EE | $2,650 | $4,616-42.6% | $6,790-61.0% | $2,671-0.8% |
| Participant deferral / active EE | $6,159 | $6,838-9.9% | $10,411-40.8% | $4,126+49.3% |
| Admin fee / account holder | $30,328 | $8,177+270.9% | $12,826+136.5% | $5,651+436.6% |