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 | $120,108 | $53,128+126.1% | $86,582+38.7% | $70,126+71.3% |
| Participation rate | 76.2% | 65.3%+10.9pp | 73.5%+2.6pp | 69.5%+6.7pp |
| Annual return | 12.51% | 27.66%-15.2pp | 965.08%-952.6pp | 73.15%-60.6pp |
| Employer contribution / active EE | $2,245 | $2,068+8.6% | $2,839-20.9% | $2,343-4.2% |
| Participant deferral / active EE | $5,215 | $2,695+93.5% | $3,609+44.5% | $3,332+56.5% |
| Admin fee / account holder | $1,573 | $3,584-56.1% | $4,904-67.9% | $4,645-66.1% |