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 | $96,751 | $65,361+48.0% | $92,903+4.1% | $72,983+32.6% |
| Participation rate | 94.4% | 68.3%+26.1pp | 76.0%+18.4pp | 69.5%+25.0pp |
| Annual return | 18.38% | 42.11%-23.7pp | 109.43%-91.0pp | 81.01%-62.6pp |
| Employer contribution / active EE | $2,110 | $2,594-18.7% | $3,653-42.2% | $2,440-13.5% |
| Participant deferral / active EE | $6,804 | $3,128+117.5% | $4,238+60.6% | $3,608+88.6% |
| Admin fee / account holder | $16,810 | $4,251+295.4% | $5,795+190.1% | $5,124+228.0% |