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 | $105,601 | $96,558+9.4% | $80,977+30.4% | $273,972-61.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 14.06% | 15.14%-1.1pp | 17.11%-3.0pp | 41.46%-27.4pp |
| Employer contribution / active EE | $5,073 | $4,869+4.2% | $3,715+36.6% | $4,869+4.2% |
| Participant deferral / active EE | $11,006 | $6,598+66.8% | $5,696+93.2% | $5,287+108.2% |
| Admin fee / account holder | $15,559 | $7,493+107.6% | $5,517+182.0% | $10,133+53.6% |