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 | $103,151 | $91,086+13.2% | $203,872-49.4% | $86,983+18.6% |
| Participation rate | 96.7% | 65.8%+30.8pp | 77.8%+18.9pp | 69.5%+27.1pp |
| Annual return | 18.32% | 22.30%-4.0pp | 85.11%-66.8pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,491 | $2,063-27.7% | $3,757-60.3% | $2,584-42.3% |
| Participant deferral / active EE | $2,351 | $4,019-41.5% | $6,388-63.2% | $4,194-43.9% |
| Admin fee / account holder | $4,887 | $8,987-45.6% | $11,730-58.3% | $7,856-37.8% |