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 | $103,229 | $78,690+31.2% | $161,489-36.1% | $87,485+18.0% |
| Participation rate | 84.4% | 67.5%+16.9pp | 78.7%+5.7pp | 68.9%+15.4pp |
| Annual return | 19.13% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-6.9pp |
| Employer contribution / active EE | $1,646 | $2,588-36.4% | $4,268-61.4% | $2,596-36.6% |
| Participant deferral / active EE | $5,263 | $3,311+59.0% | $5,630-6.5% | $4,274+23.2% |
| Admin fee / account holder | $1,549 | $6,724-77.0% | $16,006-90.3% | $7,775-80.1% |