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 | $103,711 | $96,731+7.2% | $123,973-16.3% | $86,983+19.2% |
| Participation rate | 94.9% | 70.0%+24.9pp | 76.7%+18.2pp | 69.5%+25.3pp |
| Annual return | 17.50% | 17.33%+0.2pp | 388.13%-370.6pp | 25.83%-8.3pp |
| Employer contribution / active EE | $6,465 | $3,297+96.1% | $4,126+56.7% | $2,584+150.2% |
| Participant deferral / active EE | $14,101 | $4,152+239.6% | $5,247+168.7% | $4,194+236.2% |
| Admin fee / account holder | $25,042 | $8,722+187.1% | $11,799+112.2% | $7,856+218.8% |