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 | $105,771 | $49,896+112.0% | $80,627+31.2% | $75,173+40.7% |
| Participation rate | 88.0% | 55.3%+32.7pp | 67.0%+21.0pp | 67.2%+20.8pp |
| Annual return | 18.89% | 34.67%-15.8pp | 936.76%-917.9pp | 160.72%-141.8pp |
| Employer contribution / active EE | $1,583 | $1,699-6.8% | $2,723-41.9% | $2,671-40.8% |
| Participant deferral / active EE | $7,913 | $2,992+164.5% | $4,443+78.1% | $4,126+91.8% |
| Admin fee / account holder | $997 | $3,578-72.1% | $5,381-81.5% | $5,651-82.4% |