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 | $105,876 | $85,766+23.4% | $136,298-22.3% | $70,126+51.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 81.9%-1.9pp | 69.5%+10.5pp |
| Annual return | 15.39% | 31.46%-16.1pp | 5156.27%-5140.9pp | 73.15%-57.8pp |
| Employer contribution / active EE | $3,012 | $2,966+1.6% | $4,696-35.8% | $2,343+28.6% |
| Participant deferral / active EE | $8,921 | $5,051+76.6% | $6,247+42.8% | $3,332+167.8% |
| Admin fee / account holder | $3,495 | $5,421-35.5% | $9,244-62.2% | $4,645-24.8% |