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 | $109,950 | $106,749+3.0% | $145,433-24.4% | $82,448+33.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.02% | 27.59%-11.6pp | 66.58%-50.6pp | 41.64%-25.6pp |
| Employer contribution / active EE | $15,739 | $3,444+356.9% | $4,554+245.6% | $2,551+517.0% |
| Participant deferral / active EE | $6,006 | $6,519-7.9% | $7,897-23.9% | $4,139+45.1% |
| Admin fee / account holder | $19,315 | $8,390+130.2% | $13,129+47.1% | $7,234+167.0% |