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 | $119,735 | $94,031+27.3% | $115,768+3.4% | $82,448+45.2% |
| Participation rate | 96.2% | 70.4%+25.7pp | 74.4%+21.8pp | 68.1%+28.1pp |
| Annual return | 19.42% | 20.61%-1.2pp | 100.46%-81.0pp | 41.64%-22.2pp |
| Employer contribution / active EE | $3,852 | $2,323+65.8% | $2,940+31.0% | $2,551+51.0% |
| Participant deferral / active EE | $7,260 | $3,972+82.8% | $4,917+47.7% | $4,139+75.4% |
| Admin fee / account holder | $6,550 | $10,249-36.1% | $12,439-47.3% | $7,234-9.5% |