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 | $100,982 | $94,436+6.9% | $115,599-12.6% | $82,637+22.2% |
| Participation rate | 78.6% | 70.4%+8.1pp | 74.3%+4.3pp | 68.1%+10.5pp |
| Annual return | 12.35% | 18.37%-6.0pp | 111.10%-98.7pp | 53.51%-41.2pp |
| Employer contribution / active EE | $0 | $2,324-100.0% | $2,955-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,822 | $3,955+72.5% | $4,889+39.5% | $4,126+65.3% |
| Admin fee / account holder | $12,538 | $10,328+21.4% | $12,841-2.4% | $7,339+70.8% |