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 | $140,271 | $86,294+62.5% | $111,303+26.0% | $85,856+63.4% |
| Participation rate | 78.6% | 73.3%+5.2pp | 77.3%+1.3pp | 69.3%+9.3pp |
| Annual return | 15.97% | 19.99%-4.0pp | 54.66%-38.7pp | 318.58%-302.6pp |
| Employer contribution / active EE | $1,382 | $2,043-32.4% | $2,731-49.4% | $2,565-46.1% |
| Participant deferral / active EE | $6,447 | $3,641+77.1% | $4,487+43.7% | $3,952+63.1% |
| Admin fee / account holder | $12,236 | $8,189+49.4% | $7,966+53.6% | $6,261+95.5% |