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 | $109,586 | $110,410-0.7% | $102,437+7.0% | $145,897-24.9% |
| Participation rate | 93.8% | 77.9%+15.8pp | 74.5%+19.2pp | 80.3%+13.4pp |
| Annual return | 12.56% | 24.85%-12.3pp | 24.95%-12.4pp | 552.29%-539.7pp |
| Employer contribution / active EE | $19,454 | $4,217+361.3% | $3,871+402.6% | $4,663+317.2% |
| Participant deferral / active EE | $2,052 | $5,622-63.5% | $5,060-59.5% | $6,689-69.3% |
| Admin fee / account holder | $24,042 | $9,745+146.7% | $8,388+186.6% | $13,390+79.5% |