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 | $100,954 | $91,179+10.7% | $178,499-43.4% | $79,852+26.4% |
| Participation rate | 84.1% | 69.2%+14.9pp | 81.9%+2.1pp | 69.6%+14.4pp |
| Annual return | 12.00% | 24.19%-12.2pp | 151.10%-139.1pp | 31.72%-19.7pp |
| Employer contribution / active EE | $4,769 | $3,256+46.5% | $5,011-4.8% | $2,471+93.0% |
| Participant deferral / active EE | $3,959 | $3,236+22.4% | $5,202-23.9% | $3,740+5.8% |
| Admin fee / account holder | $3,180 | $6,749-52.9% | $13,986-77.3% | $5,306-40.1% |