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 | $103,204 | $77,814+32.6% | $158,223-34.8% | $86,983+18.6% |
| Participation rate | 90.2% | 68.4%+21.8pp | 79.2%+11.0pp | 69.5%+20.7pp |
| Annual return | 14.89% | 30.54%-15.7pp | 52.09%-37.2pp | 25.83%-10.9pp |
| Employer contribution / active EE | $6,874 | $2,592+165.2% | $4,109+67.3% | $2,584+166.0% |
| Participant deferral / active EE | $5,512 | $3,270+68.6% | $5,467+0.8% | $4,194+31.4% |
| Admin fee / account holder | $3,245 | $5,879-44.8% | $16,047-79.8% | $7,856-58.7% |