Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $106,443 | $106,524-0.1% | $152,301-30.1% | $87,485+21.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 23.75% | 26.89%-3.1pp | 80.50%-56.8pp | 26.06%-2.3pp |
| Employer contribution / active EE | $8,711 | $3,371+158.4% | $4,624+88.4% | $2,596+235.5% |
| Participant deferral / active EE | $12,243 | $6,525+87.6% | $8,004+53.0% | $4,274+186.5% |
| Admin fee / account holder | $2,351 | $8,287-71.6% | $14,398-83.7% | $7,775-69.8% |