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 | $103,894 | $98,776+5.2% | $149,745-30.6% | $79,856+30.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 15.44% | 27.38%-11.9pp | 276.72%-261.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $2,834 | $3,217-11.9% | $4,646-39.0% | $2,471+14.7% |
| Participant deferral / active EE | $5,759 | $5,681+1.4% | $6,843-15.8% | $3,741+54.0% |
| Admin fee / account holder | $2,893 | $6,053-52.2% | $9,312-68.9% | $5,306-45.5% |