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 | $106,861 | $87,132+22.6% | $105,624+1.2% | $80,959+32.0% |
| Participation rate | 73.1% | 70.4%+2.6pp | 75.3%-2.2pp | 67.7%+5.4pp |
| Annual return | 11.90% | 17.03%-5.1pp | 116.20%-104.3pp | 35.67%-23.8pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,910 | $3,985+73.4% | $5,013+37.9% | $4,300+60.7% |
| Admin fee / account holder | $18,046 | $8,449+113.6% | $10,961+64.6% | $6,925+160.6% |