Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $98,758 | $86,949+13.6% | $102,460-3.6% | $80,959+22.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 10.56% | 18.89%-8.3pp | 29.47%-18.9pp | 35.67%-25.1pp |
| Employer contribution / active EE | $13,833 | $2,370+483.7% | $3,025+357.3% | $2,757+401.7% |
| Participant deferral / active EE | $3,424 | $4,121-16.9% | $5,056-32.3% | $4,300-20.4% |
| Admin fee / account holder | $4,177 | $8,048-48.1% | $9,460-55.8% | $6,925-39.7% |