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 | $74,073 | $126,661-41.5% | $113,397-34.7% | $138,895-46.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 20.35% | 25.05%-4.7pp | 23.20%-2.8pp | 145.39%-125.0pp |
| Employer contribution / active EE | $5,380 | $3,456+55.7% | $2,977+80.7% | $4,194+28.3% |
| Participant deferral / active EE | $8,602 | $5,693+51.1% | $5,076+69.4% | $6,396+34.5% |
| Admin fee / account holder | $17,836 | $14,549+22.6% | $11,957+49.2% | $12,562+42.0% |