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 | $120,860 | $78,428+54.1% | $95,960+25.9% | $79,852+51.4% |
| Participation rate | 92.0% | 73.5%+18.5pp | 77.1%+14.9pp | 69.6%+22.4pp |
| Annual return | 15.47% | 19.37%-3.9pp | 91.63%-76.2pp | 31.72%-16.3pp |
| Employer contribution / active EE | $2,436 | $1,945+25.2% | $2,541-4.1% | $2,471-1.4% |
| Participant deferral / active EE | $5,154 | $3,440+49.8% | $4,167+23.7% | $3,740+37.8% |
| Admin fee / account holder | $3,741 | $5,622-33.5% | $6,797-45.0% | $5,306-29.5% |