Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $100,300 | $57,352+74.9% | $83,830+19.6% | $64,173+56.3% |
| Participation rate | 92.6% | 68.6%+24.0pp | 76.1%+16.4pp | 69.6%+23.0pp |
| Annual return | 17.46% | 11.38%+6.1pp | 850.97%-833.5pp | 7.63%+9.8pp |
| Employer contribution / active EE | $2,412 | $2,546-5.2% | $3,631-33.6% | $2,381+1.3% |
| Participant deferral / active EE | $4,701 | $2,993+57.1% | $4,082+15.2% | $3,470+35.5% |
| Admin fee / account holder | $3,299 | $4,046-18.5% | $5,479-39.8% | $4,887-32.5% |