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 | $105,061 | $68,878+52.5% | $120,574-12.9% | $80,935+29.8% |
| Participation rate | 90.0% | 61.7%+28.3pp | 71.9%+18.1pp | 67.7%+22.3pp |
| Annual return | 12.07% | 23.67%-11.6pp | 107.42%-95.4pp | 35.66%-23.6pp |
| Employer contribution / active EE | $1,627 | $2,065-21.2% | $3,471-53.1% | $2,757-41.0% |
| Participant deferral / active EE | $7,199 | $3,189+125.8% | $4,996+44.1% | $4,299+67.4% |
| Admin fee / account holder | $2,981 | $5,782-48.4% | $9,445-68.4% | $6,924-56.9% |