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 | $81,923 | $71,230+15.0% | $93,727-12.6% | $80,959+1.2% |
| Participation rate | 97.0% | 60.4%+36.6pp | 68.7%+28.3pp | 67.7%+29.3pp |
| Annual return | 16.40% | 11.26%+5.1pp | 133.83%-117.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $4,018 | $1,565+156.7% | $2,421+65.9% | $2,757+45.7% |
| Participant deferral / active EE | $10,106 | $4,037+150.3% | $4,417+128.8% | $4,300+135.0% |
| Admin fee / account holder | $3,984 | $6,961-42.8% | $8,292-52.0% | $6,925-42.5% |