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 | $113,807 | $77,908+46.1% | $149,696-24.0% | $75,173+51.4% |
| Participation rate | 78.8% | 65.6%+13.2pp | 78.8%0pp | 67.2%+11.6pp |
| Annual return | 16.99% | 31.73%-14.7pp | 134.46%-117.5pp | 160.72%-143.7pp |
| Employer contribution / active EE | $4,545 | $3,138+44.9% | $4,821-5.7% | $2,671+70.2% |
| Participant deferral / active EE | $7,923 | $3,411+132.3% | $5,682+39.4% | $4,126+92.0% |
| Admin fee / account holder | $1,457 | $5,950-75.5% | $13,212-89.0% | $5,651-74.2% |