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 | $132,606 | $104,098+27.4% | $140,514-5.6% | $94,015+41.0% |
| Participation rate | 100.0% | 73.7%+26.3pp | 77.8%+22.2pp | 70.8%+29.2pp |
| Annual return | 15.26% | 15.14%+0.1pp | 14.36%+0.9pp | 17.84%-2.6pp |
| Employer contribution / active EE | $3,832 | $2,388+60.4% | $3,378+13.4% | $2,790+37.3% |
| Participant deferral / active EE | $5,516 | $4,033+36.8% | $4,919+12.2% | $4,249+29.8% |
| Admin fee / account holder | $830 | $10,439-92.1% | $13,697-93.9% | $8,951-90.7% |