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 | $109,090 | $78,707+38.6% | $117,861-7.4% | $70,126+55.6% |
| Participation rate | 87.1% | 73.2%+13.9pp | 79.7%+7.4pp | 69.5%+17.6pp |
| Annual return | 14.30% | 23.30%-9.0pp | 335.11%-320.8pp | 73.15%-58.8pp |
| Employer contribution / active EE | $3,186 | $2,223+43.3% | $3,786-15.8% | $2,343+36.0% |
| Participant deferral / active EE | $6,896 | $3,297+109.1% | $4,482+53.9% | $3,332+107.0% |
| Admin fee / account holder | $3,541 | $5,066-30.1% | $8,021-55.9% | $4,645-23.8% |