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 | $115,532 | $118,877-2.8% | $96,570+19.6% | $167,536-31.0% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 10.32% | 50.50%-40.2pp | 37.79%-27.5pp | 478.82%-468.5pp |
| Employer contribution / active EE | $1,638 | $3,121-47.5% | $2,357-30.5% | $4,839-66.2% |
| Participant deferral / active EE | $4,340 | $4,617-6.0% | $3,849+12.7% | $6,342-31.6% |
| Admin fee / account holder | $970 | $8,069-88.0% | $6,182-84.3% | $12,315-92.1% |