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 | $81,761 | $72,269+13.1% | $101,271-19.3% | $79,852+2.4% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 15.98% | 22.29%-6.3pp | 46.48%-30.5pp | 31.72%-15.7pp |
| Employer contribution / active EE | $14,189 | $2,692+427.1% | $3,660+287.7% | $2,471+474.2% |
| Participant deferral / active EE | $3,440 | $3,282+4.8% | $4,371-21.3% | $3,740-8.0% |
| Admin fee / account holder | $1,878 | $4,401-57.3% | $5,948-68.4% | $5,306-64.6% |