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 | $109,109 | $71,208+53.2% | $93,681+16.5% | $80,911+34.9% |
| Participation rate | 93.3% | 60.4%+32.9pp | 68.7%+24.6pp | 67.6%+25.7pp |
| Annual return | 16.04% | 11.27%+4.8pp | 133.47%-117.4pp | 35.63%-19.6pp |
| Employer contribution / active EE | $2,000 | $1,564+27.8% | $2,422-17.4% | $2,756-27.4% |
| Participant deferral / active EE | $8,635 | $4,035+114.0% | $4,415+95.6% | $4,297+101.0% |
| Admin fee / account holder | $23,159 | $6,951+233.2% | $8,290+179.4% | $6,935+234.0% |