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 | $112,958 | $61,605+83.4% | $112,273+0.6% | $75,173+50.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 20.48% | 28.47%-8.0pp | 30.23%-9.8pp | 160.72%-140.2pp |
| Employer contribution / active EE | $5,484 | $2,015+172.1% | $3,431+59.8% | $2,671+105.3% |
| Participant deferral / active EE | $5,952 | $3,108+91.5% | $4,800+24.0% | $4,126+44.2% |
| Admin fee / account holder | $8,330 | $4,862+71.3% | $7,752+7.5% | $5,651+47.4% |