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 | $113,494 | $51,821+119.0% | $93,727+21.1% | - |
| Participation rate | 91.9% | 67.7%+24.2pp | 68.7%+23.2pp | - |
| Annual return | 9.44% | 11.30%-1.9pp | 133.83%-124.4pp | - |
| Employer contribution / active EE | $6,330 | $1,278+395.5% | $2,421+161.4% | - |
| Participant deferral / active EE | $6,329 | $3,260+94.2% | $4,417+43.3% | - |
| Admin fee / account holder | $3,067 | $4,565-32.8% | $8,292-63.0% | - |