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 | $110,983 | $78,428+41.5% | $95,960+15.7% | $79,852+39.0% |
| Participation rate | 94.6% | 73.5%+21.1pp | 77.1%+17.5pp | 69.6%+25.0pp |
| Annual return | 13.78% | 19.37%-5.6pp | 91.63%-77.9pp | 31.72%-17.9pp |
| Employer contribution / active EE | $4,447 | $1,945+128.6% | $2,541+75.0% | $2,471+80.0% |
| Participant deferral / active EE | $4,737 | $3,440+37.7% | $4,167+13.7% | $3,740+26.7% |
| Admin fee / account holder | $13,379 | $5,622+138.0% | $6,797+96.8% | $5,306+152.1% |