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 | $98,802 | $77,416+27.6% | $69,464+42.2% | $152,897-35.4% |
| Participation rate | 78.6% | 78.1%+0.5pp | 74.6%+4.0pp | 82.5%-3.9pp |
| Annual return | 23.86% | 39.08%-15.2pp | 28.98%-5.1pp | 345.43%-321.6pp |
| Employer contribution / active EE | $1,902 | $3,315-42.6% | $2,779-31.6% | $4,764-60.1% |
| Participant deferral / active EE | $6,481 | $4,413+46.9% | $3,536+83.3% | $5,851+10.8% |
| Admin fee / account holder | $5,038 | $6,208-18.8% | $3,840+31.2% | $11,599-56.6% |