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 | $111,527 | $50,554+120.6% | $67,681+64.8% | $87,485+27.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 15.12% | 17.81%-2.7pp | 590.58%-575.5pp | 26.06%-10.9pp |
| Employer contribution / active EE | $1,722 | $1,988-13.4% | $2,678-35.7% | $2,596-33.7% |
| Participant deferral / active EE | $5,855 | $2,961+97.7% | $3,976+47.3% | $4,274+37.0% |
| Admin fee / account holder | $1,574 | $4,132-61.9% | $6,100-74.2% | $7,775-79.7% |