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 | $116,597 | $124,425-6.3% | $112,040+4.1% | $137,256-15.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 16.06% | 24.72%-8.7pp | 24.52%-8.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $873 | $3,411-74.4% | $2,954-70.4% | $4,156-79.0% |
| Participant deferral / active EE | $7,424 | $5,718+29.8% | $5,098+45.6% | $6,407+15.9% |
| Admin fee / account holder | $2,062 | $15,207-86.4% | $12,098-83.0% | $12,270-83.2% |