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 | $126,131 | $110,337+14.3% | $102,383+23.2% | $145,877-13.5% |
| Participation rate | 92.3% | 77.9%+14.4pp | 74.5%+17.8pp | 80.3%+12.0pp |
| Annual return | 18.84% | 24.83%-6.0pp | 24.94%-6.1pp | 551.28%-532.4pp |
| Employer contribution / active EE | $2,414 | $4,216-42.7% | $3,870-37.6% | $4,663-48.2% |
| Participant deferral / active EE | $2,029 | $5,621-63.9% | $5,060-59.9% | $6,691-69.7% |
| Admin fee / account holder | $1,246 | $9,750-87.2% | $8,391-85.1% | $13,402-90.7% |