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 | $97,976 | $161,352-39.3% | $134,172-27.0% | $137,256-28.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 26.87% | 28.72%-1.8pp | 25.30%+1.6pp | 220.34%-193.5pp |
| Employer contribution / active EE | $4,153 | $4,099+1.3% | $3,420+21.4% | $4,156-0.1% |
| Participant deferral / active EE | $10,884 | $5,552+96.0% | $4,690+132.1% | $6,407+69.9% |
| Admin fee / account holder | $7,380 | $15,028-50.9% | $12,016-38.6% | $12,270-39.9% |