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 | $106,462 | $64,920+64.0% | $103,693+2.7% | $86,983+22.4% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 19.68% | 30.29%-10.6pp | 47.61%-27.9pp | 25.83%-6.2pp |
| Employer contribution / active EE | $3,630 | $2,141+69.6% | $2,920+24.3% | $2,584+40.5% |
| Participant deferral / active EE | $9,614 | $3,241+196.6% | $4,579+110.0% | $4,194+129.3% |
| Admin fee / account holder | $1,534 | $6,191-75.2% | $7,858-80.5% | $7,856-80.5% |