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 | $114,346 | $157,829-27.6% | $136,867-16.5% | $198,609-42.4% |
| Participation rate | 90.0% | 77.2%+12.8pp | 74.5%+15.5pp | 82.4%+7.6pp |
| Annual return | 10.86% | 51.25%-40.4pp | 42.97%-32.1pp | 202.70%-191.8pp |
| Employer contribution / active EE | $2,937 | $3,923-25.1% | $3,547-17.2% | $5,055-41.9% |
| Participant deferral / active EE | $6,494 | $5,463+18.9% | $4,924+31.9% | $6,977-6.9% |
| Admin fee / account holder | $10,503 | $11,107-5.4% | $10,340+1.6% | $19,030-44.8% |