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 | $135,801 | $70,418+92.9% | $96,570+40.6% | $85,847+58.2% |
| Participation rate | 82.9% | 61.8%+21.0pp | 69.8%+13.0pp | 69.3%+13.5pp |
| Annual return | 14.76% | 18.59%-3.8pp | 37.79%-23.0pp | 318.61%-303.8pp |
| Employer contribution / active EE | $3,700 | $1,413+161.8% | $2,357+57.0% | $2,565+44.2% |
| Participant deferral / active EE | $4,655 | $2,894+60.8% | $3,849+20.9% | $3,952+17.8% |
| Admin fee / account holder | $8,022 | $4,995+60.6% | $6,182+29.8% | $6,261+28.1% |