Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $71,285 | $161,352-55.8% | $134,172-46.9% | $137,256-48.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 21.65% | 28.72%-7.1pp | 25.30%-3.7pp | 220.34%-198.7pp |
| Employer contribution / active EE | $8,709 | $4,099+112.5% | $3,420+154.7% | $4,156+109.6% |
| Participant deferral / active EE | $11,004 | $5,552+98.2% | $4,690+134.6% | $6,407+71.8% |
| Admin fee / account holder | $1,498 | $15,028-90.0% | $12,016-87.5% | $12,270-87.8% |