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 | $109,679 | $106,864+2.6% | $147,318-25.5% | $82,637+32.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.47% | 27.49%-7.0pp | 70.43%-50.0pp | 53.51%-33.0pp |
| Employer contribution / active EE | $3,236 | $3,417-5.3% | $4,593-29.6% | $2,552+26.8% |
| Participant deferral / active EE | $6,975 | $6,496+7.4% | $7,906-11.8% | $4,126+69.0% |
| Admin fee / account holder | $9,522 | $8,415+13.2% | $13,708-30.5% | $7,339+29.8% |