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 | $96,127 | $77,358+24.3% | $102,184-5.9% | $87,485+9.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 18.15% | 41.11%-23.0pp | 31.58%-13.4pp | 26.06%-7.9pp |
| Employer contribution / active EE | $4,216 | $2,562+64.5% | $3,594+17.3% | $2,596+62.4% |
| Participant deferral / active EE | $8,180 | $6,753+21.1% | $8,309-1.6% | $4,274+91.4% |
| Admin fee / account holder | $7,435 | $6,809+9.2% | $11,609-36.0% | $7,775-4.4% |