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 | $75,479 | $124,314-39.3% | $109,163-30.9% | $167,518-54.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 26.45% | 26.04%+0.4pp | 25.75%+0.7pp | 478.71%-452.3pp |
| Employer contribution / active EE | $5,018 | $4,209+19.2% | $3,723+34.8% | $4,838+3.7% |
| Participant deferral / active EE | $9,502 | $5,256+80.8% | $4,654+104.2% | $6,342+49.8% |
| Admin fee / account holder | $13,937 | $7,973+74.8% | $6,754+106.4% | $12,312+13.2% |