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 | $120,309 | $106,280+13.2% | $96,538+24.6% | $139,487-13.7% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.3%+17.3pp | 80.3%+11.3pp |
| Annual return | 20.61% | 38.48%-17.9pp | 35.74%-15.1pp | 373.84%-353.2pp |
| Employer contribution / active EE | $1,250 | $4,107-69.6% | $3,740-66.6% | $4,755-73.7% |
| Participant deferral / active EE | $3,103 | $5,457-43.1% | $4,880-36.4% | $6,713-53.8% |
| Admin fee / account holder | $3,259 | $7,888-58.7% | $6,737-51.6% | $11,407-71.4% |