Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $137,307 | $89,515+53.4% | $103,065+33.2% | $80,959+69.6% |
| Participation rate | 100.0% | 76.0%+24.0pp | 80.6%+19.4pp | 67.7%+32.3pp |
| Annual return | 19.79% | 22.82%-3.0pp | 23.95%-4.2pp | 35.67%-15.9pp |
| Employer contribution / active EE | $11,121 | $4,015+177.0% | $4,675+137.9% | $2,757+303.4% |
| Participant deferral / active EE | $0 | $5,463-100.0% | $6,625-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,132 | $6,527-36.7% | $9,349-55.8% | $6,925-40.3% |