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 | $139,343 | $181,896-23.4% | $156,551-11.0% | $273,972-49.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 8.08% | 30.74%-22.7pp | 32.23%-24.2pp | 41.46%-33.4pp |
| Employer contribution / active EE | $2,998 | $6,248-52.0% | $5,501-45.5% | $4,869-38.4% |
| Participant deferral / active EE | $6,103 | $5,550+10.0% | $4,871+25.3% | $5,287+15.4% |
| Admin fee / account holder | $39,951 | $15,560+156.7% | $13,028+206.6% | $10,133+294.3% |