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 | $99,327 | $172,111-42.3% | $150,298-33.9% | $137,256-27.6% |
| Participation rate | 78.6% | 81.7%-3.1pp | 77.8%+0.8pp | 80.0%-1.4pp |
| Annual return | 14.84% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,706 | $4,636-41.6% | $4,154-34.9% | $4,156-34.9% |
| Participant deferral / active EE | $7,741 | $6,166+25.5% | $5,453+42.0% | $6,407+20.8% |
| Admin fee / account holder | $1,149 | $16,471-93.0% | $14,116-91.9% | $12,270-90.6% |