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 | $98,161 | $87,166+12.6% | $76,735+27.9% | $137,256-28.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 21.66% | 26.50%-4.8pp | 29.77%-8.1pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,043 | $2,904+4.8% | $2,454+24.0% | $4,156-26.8% |
| Participant deferral / active EE | $14,642 | $4,726+209.8% | $4,088+258.2% | $6,407+128.5% |
| Admin fee / account holder | $3,317 | $8,403-60.5% | $7,189-53.9% | $12,270-73.0% |