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 | $111,234 | $106,267+4.7% | $96,520+15.2% | $139,456-20.2% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 15.12% | 38.45%-23.3pp | 35.72%-20.6pp | 373.45%-358.3pp |
| Employer contribution / active EE | $2,511 | $4,105-38.8% | $3,739-32.8% | $4,753-47.2% |
| Participant deferral / active EE | $7,859 | $5,454+44.1% | $4,879+61.1% | $6,711+17.1% |
| Admin fee / account holder | $16,874 | $7,882+114.1% | $6,733+150.6% | $11,407+47.9% |