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 | $114,376 | $98,760+15.8% | $149,715-23.6% | $79,858+43.2% |
| Participation rate | 78.6% | 75.8%+2.8pp | 82.5%-3.9pp | 69.6%+8.9pp |
| Annual return | 16.18% | 27.43%-11.2pp | 276.66%-260.5pp | 31.72%-15.5pp |
| Employer contribution / active EE | $1,574 | $3,217-51.1% | $4,645-66.1% | $2,471-36.3% |
| Participant deferral / active EE | $4,358 | $5,681-23.3% | $6,842-36.3% | $3,740+16.5% |
| Admin fee / account holder | $6,479 | $6,053+7.0% | $9,310-30.4% | $5,306+22.1% |