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 | $101,668 | $95,406+6.6% | $185,849-45.3% | $85,847+18.4% |
| Participation rate | 73.7% | 68.8%+4.9pp | 81.7%-8.0pp | 69.3%+4.4pp |
| Annual return | 13.22% | 23.59%-10.4pp | 122.10%-108.9pp | 318.61%-305.4pp |
| Employer contribution / active EE | $2,969 | $3,314-10.4% | $5,169-42.6% | $2,565+15.7% |
| Participant deferral / active EE | $6,802 | $3,424+98.7% | $5,569+22.2% | $3,952+72.1% |
| Admin fee / account holder | $838 | $7,214-88.4% | $16,244-94.8% | $6,261-86.6% |