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 | $97,449 | $68,073+43.2% | $76,080+28.1% | $85,847+13.5% |
| Participation rate | 96.7% | 72.5%+24.1pp | 79.4%+17.2pp | 69.3%+27.3pp |
| Annual return | 14.60% | 19.42%-4.8pp | 42.50%-27.9pp | 318.61%-304.0pp |
| Employer contribution / active EE | $4,438 | $3,209+38.3% | $3,962+12.0% | $2,565+73.0% |
| Participant deferral / active EE | $5,559 | $3,799+46.3% | $4,905+13.3% | $3,952+40.7% |
| Admin fee / account holder | $1,325 | $3,422-61.3% | $4,883-72.9% | $6,261-78.8% |