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 | $101,800 | $106,247-4.2% | $96,515+5.5% | $139,466-27.0% |
| Participation rate | 95.8% | 77.8%+18.0pp | 74.3%+21.5pp | 80.3%+15.5pp |
| Annual return | 19.83% | 38.47%-18.6pp | 35.73%-15.9pp | 373.66%-353.8pp |
| Employer contribution / active EE | $5,369 | $4,106+30.8% | $3,740+43.6% | $4,754+12.9% |
| Participant deferral / active EE | $11,025 | $5,456+102.1% | $4,880+125.9% | $6,712+64.3% |
| Admin fee / account holder | $792 | $7,885-90.0% | $6,735-88.2% | $11,409-93.1% |