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 | $124,772 | $99,994+24.8% | $146,643-14.9% | $85,847+45.3% |
| Participation rate | 88.5% | 73.1%+15.4pp | 80.1%+8.4pp | 69.3%+19.1pp |
| Annual return | 12.31% | 18.93%-6.6pp | 22.75%-10.4pp | 318.61%-306.3pp |
| Employer contribution / active EE | $4,703 | $2,559+83.8% | $4,137+13.7% | $2,565+83.3% |
| Participant deferral / active EE | $7,344 | $4,006+83.3% | $5,506+33.4% | $3,952+85.8% |
| Admin fee / account holder | $6,259 | $7,703-18.7% | $10,280-39.1% | $6,2610% |