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 | $90,480 | $58,523+54.6% | $99,475-9.0% | $72,975+24.0% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 23.46% | 28.51%-5.0pp | 30.72%-7.3pp | 81.01%-57.6pp |
| Employer contribution / active EE | $5,273 | $1,512+248.8% | $2,540+107.6% | $2,440+116.1% |
| Participant deferral / active EE | $4,143 | $2,606+59.0% | $3,619+14.5% | $3,608+14.8% |
| Admin fee / account holder | $4,477 | $4,102+9.1% | $6,252-28.4% | $5,124-12.6% |