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 | $130,975 | $86,294+51.8% | $111,303+17.7% | $85,856+52.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 77.3%+8.4pp | 69.3%+16.4pp |
| Annual return | 16.18% | 19.99%-3.8pp | 54.66%-38.5pp | 318.58%-302.4pp |
| Employer contribution / active EE | $969 | $2,043-52.6% | $2,731-64.5% | $2,565-62.2% |
| Participant deferral / active EE | $3,169 | $3,641-13.0% | $4,487-29.4% | $3,952-19.8% |
| Admin fee / account holder | $1,890 | $8,189-76.9% | $7,966-76.3% | $6,261-69.8% |