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 | $104,941 | $88,707+18.3% | $74,184+41.5% | $273,972-61.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.89% | 11.94%-5.0pp | 17.74%-10.8pp | 41.46%-34.6pp |
| Employer contribution / active EE | $2,574 | $3,159-18.5% | $2,370+8.6% | $4,869-47.1% |
| Participant deferral / active EE | $1,257 | $4,212-70.2% | $3,550-64.6% | $5,287-76.2% |
| Admin fee / account holder | $850 | $8,717-90.3% | $5,586-84.8% | $10,133-91.6% |