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 | $72,471+65.6% | $94,215+27.4% | $86,983+37.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 13.31% | 26.44%-13.1pp | 28.22%-14.9pp | 25.83%-12.5pp |
| Employer contribution / active EE | $2,996 | $1,936+54.8% | $2,675+12.0% | $2,584+15.9% |
| Participant deferral / active EE | $3,618 | $3,397+6.5% | $4,276-15.4% | $4,194-13.7% |
| Admin fee / account holder | $16,143 | $6,468+149.6% | $10,216+58.0% | $7,856+105.5% |