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 | $100,661 | $85,766+17.4% | $136,298-26.1% | $70,126+43.5% |
| Participation rate | 81.3% | 74.2%+7.1pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 15.13% | 31.46%-16.3pp | 5156.27%-5141.1pp | 73.15%-58.0pp |
| Employer contribution / active EE | $2,843 | $2,966-4.2% | $4,696-39.5% | $2,343+21.3% |
| Participant deferral / active EE | $7,573 | $5,051+49.9% | $6,247+21.2% | $3,332+127.3% |
| Admin fee / account holder | $671 | $5,421-87.6% | $9,244-92.7% | $4,645-85.5% |