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 | $104,699 | $94,439+10.9% | $73,658+42.1% | $154,746-32.3% |
| Participation rate | 77.8% | 64.7%+13.1pp | 57.0%+20.7pp | 80.7%-2.9pp |
| Annual return | 11.24% | 28.25%-17.0pp | 29.72%-18.5pp | 172.34%-161.1pp |
| Employer contribution / active EE | $3,888 | $1,257+209.2% | $1,032+276.6% | $4,379-11.2% |
| Participant deferral / active EE | $3,073 | $2,527+21.6% | $2,062+49.1% | $6,730-54.3% |
| Admin fee / account holder | $4,949 | $3,843+28.8% | $3,357+47.4% | $14,365-65.5% |