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 | $120,175 | $93,345+28.7% | $119,126+0.9% | $87,485+37.4% |
| Participation rate | 81.8% | 68.7%+13.1pp | 75.8%+6.1pp | 68.9%+12.9pp |
| Annual return | 16.97% | 19.08%-2.1pp | 282.11%-265.1pp | 26.06%-9.1pp |
| Employer contribution / active EE | $1,530 | $3,172-51.8% | $4,034-62.1% | $2,596-41.1% |
| Participant deferral / active EE | $8,020 | $4,099+95.7% | $5,318+50.8% | $4,274+87.7% |
| Admin fee / account holder | $6,039 | $8,039-24.9% | $10,693-43.5% | $7,775-22.3% |