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 | $112,628 | $87,132+29.3% | $105,624+6.6% | $80,959+39.1% |
| Participation rate | 78.6% | 70.4%+8.1pp | 75.3%+3.3pp | 67.7%+10.9pp |
| Annual return | 13.60% | 17.03%-3.4pp | 116.20%-102.6pp | 35.67%-22.1pp |
| Employer contribution / active EE | $1,242 | $2,397-48.2% | $3,168-60.8% | $2,757-55.0% |
| Participant deferral / active EE | $3,576 | $3,985-10.3% | $5,013-28.7% | $4,300-16.8% |
| Admin fee / account holder | $3,159 | $8,449-62.6% | $10,961-71.2% | $6,925-54.4% |