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 | $120,875 | $58,523+106.5% | $99,475+21.5% | $72,975+65.6% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 26.01% | 28.51%-2.5pp | 30.72%-4.7pp | 81.01%-55.0pp |
| Employer contribution / active EE | $515 | $1,512-66.0% | $2,540-79.7% | $2,440-78.9% |
| Participant deferral / active EE | $4,826 | $2,606+85.2% | $3,619+33.4% | $3,608+33.8% |
| Admin fee / account holder | $3,974 | $4,102-3.1% | $6,252-36.4% | $5,124-22.4% |