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 | $122,564 | $110,337+11.1% | $102,383+19.7% | $145,877-16.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.06% | 24.83%-12.8pp | 24.94%-12.9pp | 551.28%-539.2pp |
| Employer contribution / active EE | $1,745 | $4,216-58.6% | $3,870-54.9% | $4,663-62.6% |
| Participant deferral / active EE | $4,571 | $5,621-18.7% | $5,060-9.7% | $6,691-31.7% |
| Admin fee / account holder | $4,873 | $9,750-50.0% | $8,391-41.9% | $13,402-63.6% |