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 | $111,643 | $110,137+1.4% | $161,149-30.7% | $82,637+35.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 17.90% | 20.69%-2.8pp | 21.16%-3.3pp | 53.51%-35.6pp |
| Employer contribution / active EE | $4,189 | $2,856+46.7% | $4,360-3.9% | $2,552+64.1% |
| Participant deferral / active EE | $5,827 | $4,575+27.4% | $6,153-5.3% | $4,126+41.2% |
| Admin fee / account holder | $607 | $9,467-93.6% | $15,194-96.0% | $7,339-91.7% |