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 | $138,704 | $98,776+40.4% | $149,745-7.4% | $79,856+73.7% |
| Participation rate | 85.0% | 75.8%+9.2pp | 82.5%+2.5pp | 69.6%+15.4pp |
| Annual return | 12.58% | 27.38%-14.8pp | 276.72%-264.1pp | 31.71%-19.1pp |
| Employer contribution / active EE | $1,342 | $3,217-58.3% | $4,646-71.1% | $2,471-45.7% |
| Participant deferral / active EE | $9,789 | $5,681+72.3% | $6,843+43.0% | $3,741+161.7% |
| Admin fee / account holder | $7,435 | $6,053+22.8% | $9,312-20.2% | $5,306+40.1% |