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 | $100,242 | $76,407+31.2% | $150,298-33.3% | $82,448+21.6% |
| Participation rate | 97.7% | 66.4%+31.3pp | 77.8%+20.0pp | 68.1%+29.7pp |
| Annual return | 17.08% | 39.99%-22.9pp | 62.79%-45.7pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,260 | $2,614-13.6% | $4,154-45.6% | $2,551-11.4% |
| Participant deferral / active EE | $6,132 | $3,214+90.8% | $5,453+12.5% | $4,139+48.2% |
| Admin fee / account holder | $864 | $6,352-86.4% | $14,116-93.9% | $7,234-88.1% |