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 | $103,603 | $199,109-48.0% | $173,730-40.4% | $154,746-33.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 14.23% | 20.02%-5.8pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $4,696 | $5,311-11.6% | $4,577+2.6% | $4,379+7.2% |
| Participant deferral / active EE | $9,505 | $7,113+33.6% | $6,326+50.3% | $6,730+41.2% |
| Admin fee / account holder | $2,785 | $20,916-86.7% | $17,523-84.1% | $14,365-80.6% |