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 | $122,427 | $66,402+84.4% | $109,907+11.4% | $85,847+42.6% |
| Participation rate | 96.3% | 63.9%+32.4pp | 74.2%+22.1pp | 69.3%+27.0pp |
| Annual return | 15.60% | 19.59%-4.0pp | 29.46%-13.9pp | 318.61%-303.0pp |
| Employer contribution / active EE | $4,497 | $1,687+166.5% | $2,844+58.1% | $2,565+75.3% |
| Participant deferral / active EE | $10,244 | $2,842+260.4% | $4,047+153.2% | $3,952+159.2% |
| Admin fee / account holder | $521 | $4,557-88.6% | $6,069-91.4% | $6,261-91.7% |