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 | $119,988 | $58,627+104.7% | $76,735+56.4% | $82,448+45.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 13.31% | 39.10%-25.8pp | 29.77%-16.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,996 | $1,729+73.3% | $2,454+22.1% | $2,551+17.4% |
| Participant deferral / active EE | $3,618 | $3,134+15.5% | $4,088-11.5% | $4,139-12.6% |
| Admin fee / account holder | $16,143 | $5,323+203.3% | $7,189+124.5% | $7,234+123.1% |