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 | $120,619 | $118,496+1.8% | $98,461+22.5% | $139,466-13.5% |
| Participation rate | 70.0% | 77.5%-7.5pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 12.25% | 18.96%-6.7pp | 21.17%-8.9pp | 373.66%-361.4pp |
| Employer contribution / active EE | $2,909 | $3,611-19.4% | $3,049-4.6% | $4,754-38.8% |
| Participant deferral / active EE | $6,385 | $5,393+18.4% | $4,738+34.8% | $6,712-4.9% |
| Admin fee / account holder | $4,869 | $14,056-65.4% | $8,961-45.7% | $11,409-57.3% |