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 | $117,084 | $101,618+15.2% | $93,063+25.8% | $137,256-14.7% |
| Participation rate | 70.6% | 74.9%-4.3pp | 72.1%-1.5pp | 80.0%-9.4pp |
| Annual return | 14.65% | 223.95%-209.3pp | 34.15%-19.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $1,931 | $2,707-28.7% | $2,476-22.0% | $4,156-53.5% |
| Participant deferral / active EE | $2,092 | $4,279-51.1% | $3,958-47.1% | $6,407-67.3% |
| Admin fee / account holder | $1,667 | $6,198-73.1% | $6,033-72.4% | $12,270-86.4% |