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 | $69,628 | $72,273-3.7% | $101,275-31.2% | $79,856-12.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.66% | 22.30%-4.6pp | 46.48%-28.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $8,059 | $2,691+199.5% | $3,660+120.2% | $2,471+226.1% |
| Participant deferral / active EE | $3,730 | $3,282+13.7% | $4,371-14.7% | $3,741-0.3% |
| Admin fee / account holder | $1,573 | $4,401-64.3% | $5,948-73.6% | $5,306-70.4% |