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 | $100,016 | $72,607+37.8% | $90,259+10.8% | $87,485+14.3% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 13.15% | 18.59%-5.4pp | 18.88%-5.7pp | 26.06%-12.9pp |
| Employer contribution / active EE | $8,214 | $1,919+328.0% | $2,291+258.5% | $2,596+216.4% |
| Participant deferral / active EE | $5,076 | $3,055+66.1% | $3,827+32.6% | $4,274+18.8% |
| Admin fee / account holder | $4,749 | $5,947-20.1% | $7,267-34.7% | $7,775-38.9% |