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 | $113,657 | $77,638+46.4% | $156,551-27.4% | $62,881+80.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.63% | 50.33%-43.7pp | 32.23%-25.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,518 | $3,444-26.9% | $5,501-54.2% | $2,281+10.4% |
| Participant deferral / active EE | $5,360 | $3,046+76.0% | $4,871+10.0% | $3,203+67.4% |
| Admin fee / account holder | $323 | $5,561-94.2% | $13,028-97.5% | $4,296-92.5% |