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 | $124,691 | $184,014-32.2% | $161,149-22.6% | $138,895-10.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 11.61% | 21.52%-9.9pp | 21.16%-9.6pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,356 | $5,055-53.4% | $4,360-46.0% | $4,194-43.8% |
| Participant deferral / active EE | $6,380 | $6,909-7.7% | $6,153+3.7% | $6,396-0.3% |
| Admin fee / account holder | $620 | $18,027-96.6% | $15,194-95.9% | $12,562-95.1% |