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 | $109,947 | $85,766+28.2% | $136,298-19.3% | $70,126+56.8% |
| Participation rate | 94.6% | 74.2%+20.4pp | 81.9%+12.7pp | 69.5%+25.1pp |
| Annual return | 19.50% | 31.46%-12.0pp | 5156.27%-5136.8pp | 73.15%-53.7pp |
| Employer contribution / active EE | $2,192 | $2,966-26.1% | $4,696-53.3% | $2,343-6.4% |
| Participant deferral / active EE | $6,192 | $5,051+22.6% | $6,247-0.9% | $3,332+85.8% |
| Admin fee / account holder | $1,098 | $5,421-79.7% | $9,244-88.1% | $4,645-76.4% |