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 | $128,648 | $81,504+57.8% | $102,437+25.6% | $80,959+58.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.24% | 25.60%-12.4pp | 24.95%-11.7pp | 35.67%-22.4pp |
| Employer contribution / active EE | $13,863 | $3,104+346.7% | $3,871+258.2% | $2,757+402.8% |
| Participant deferral / active EE | $3,787 | $3,871-2.2% | $5,060-25.2% | $4,300-11.9% |
| Admin fee / account holder | $7,373 | $6,719+9.7% | $8,388-12.1% | $6,925+6.5% |