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 | $112,204 | $55,457+102.3% | $77,361+45.0% | $94,015+19.3% |
| Participation rate | 70.0% | 69.8%+0.2pp | 75.0%-5.0pp | 70.8%-0.8pp |
| Annual return | 14.02% | 15.57%-1.5pp | 1011.54%-997.5pp | 17.84%-3.8pp |
| Employer contribution / active EE | $8,851 | $2,255+292.6% | $2,990+196.0% | $2,790+217.2% |
| Participant deferral / active EE | $13,288 | $3,069+332.9% | $3,911+239.8% | $4,249+212.7% |
| Admin fee / account holder | $21,741 | $4,334+401.7% | $5,894+268.9% | $8,951+142.9% |