Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $79,934 | $126,661-36.9% | $113,397-29.5% | $138,895-42.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 18.89% | 25.05%-6.2pp | 23.20%-4.3pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,044 | $3,456-11.9% | $2,977+2.2% | $4,194-27.4% |
| Participant deferral / active EE | $11,791 | $5,693+107.1% | $5,076+132.3% | $6,396+84.3% |
| Admin fee / account holder | $1,102 | $14,549-92.4% | $11,957-90.8% | $12,562-91.2% |