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 | $95,300 | $76,371+24.8% | $93,621+1.8% | $72,976+30.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 21.88% | 25.82%-3.9pp | 32.76%-10.9pp | 81.02%-59.1pp |
| Employer contribution / active EE | $7,013 | $2,276+208.1% | $2,719+157.9% | $2,440+187.4% |
| Participant deferral / active EE | $4,948 | $3,538+39.8% | $4,070+21.6% | $3,608+37.2% |
| Admin fee / account holder | $1,561 | $6,839-77.2% | $7,890-80.2% | $5,124-69.5% |