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 | $97,509 | $71,215+36.9% | $93,696+4.1% | $80,935+20.5% |
| Participation rate | 73.7% | 60.4%+13.3pp | 68.7%+5.0pp | 67.7%+6.0pp |
| Annual return | 16.89% | 11.27%+5.6pp | 133.74%-116.9pp | 35.66%-18.8pp |
| Employer contribution / active EE | $1,716 | $1,565+9.6% | $2,422-29.1% | $2,757-37.8% |
| Participant deferral / active EE | $5,416 | $4,037+34.2% | $4,417+22.6% | $4,299+26.0% |
| Admin fee / account holder | $16,617 | $6,958+138.8% | $8,287+100.5% | $6,924+140.0% |