Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $109,366 | $92,798+17.9% | $96,707+13.1% | $137,256-20.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 16.07% | 31.24%-15.2pp | 34.78%-18.7pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,543 | $4,147+33.6% | $4,191+32.2% | $4,156+33.4% |
| Participant deferral / active EE | $4,514 | $5,877-23.2% | $5,997-24.7% | $6,407-29.5% |
| Admin fee / account holder | $1,584 | $7,946-80.1% | $7,503-78.9% | $12,270-87.1% |