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 | $102,429 | $85,171+20.3% | $172,753-40.7% | $72,976+40.4% |
| Participation rate | 93.5% | 70.1%+23.5pp | 82.6%+10.9pp | 69.5%+24.1pp |
| Annual return | 20.19% | 27.32%-7.1pp | 803.00%-782.8pp | 81.02%-60.8pp |
| Employer contribution / active EE | $3,273 | $3,324-1.5% | $5,144-36.4% | $2,440+34.2% |
| Participant deferral / active EE | $2,162 | $3,260-33.7% | $5,198-58.4% | $3,608-40.1% |
| Admin fee / account holder | $933 | $5,880-84.1% | $13,956-93.3% | $5,124-81.8% |