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 | $78,690+27.4% | $161,489-37.9% | $87,485+14.6% |
| Participation rate | 97.7% | 67.5%+30.3pp | 78.7%+19.0pp | 68.9%+28.8pp |
| Annual return | 17.08% | 32.74%-15.7pp | 89.72%-72.6pp | 26.06%-9.0pp |
| Employer contribution / active EE | $2,260 | $2,588-12.7% | $4,268-47.1% | $2,596-13.0% |
| Participant deferral / active EE | $6,132 | $3,311+85.2% | $5,630+8.9% | $4,274+43.5% |
| Admin fee / account holder | $864 | $6,724-87.1% | $16,006-94.6% | $7,775-88.9% |