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 | $102,487 | $112,729-9.1% | $98,716+3.8% | $137,256-25.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 16.26% | 38.48%-22.2pp | 31.81%-15.5pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,311 | $2,725-15.2% | $2,279+1.4% | $4,156-44.4% |
| Participant deferral / active EE | $10,339 | $4,640+122.8% | $4,048+155.4% | $6,407+61.4% |
| Admin fee / account holder | $1,648 | $10,129-83.7% | $8,703-81.1% | $12,270-86.6% |