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 | $118,409 | $88,672+33.5% | $105,223+12.5% | $82,448+43.6% |
| Participation rate | 91.9% | 67.9%+24.0pp | 75.0%+16.8pp | 68.1%+23.8pp |
| Annual return | 16.47% | 30.86%-14.4pp | 180.65%-164.2pp | 41.64%-25.2pp |
| Employer contribution / active EE | $7,043 | $3,048+131.1% | $3,689+90.9% | $2,551+176.1% |
| Participant deferral / active EE | $6,130 | $4,036+51.9% | $5,072+20.9% | $4,139+48.1% |
| Admin fee / account holder | $9,818 | $7,146+37.4% | $8,859+10.8% | $7,234+35.7% |