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 | $105,197 | $78,428+34.1% | $95,960+9.6% | $79,852+31.7% |
| Participation rate | 89.7% | 73.5%+16.3pp | 77.1%+12.7pp | 69.6%+20.1pp |
| Annual return | 12.22% | 19.37%-7.2pp | 91.63%-79.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $2,641 | $1,945+35.8% | $2,541+3.9% | $2,471+6.9% |
| Participant deferral / active EE | $1,820 | $3,440-47.1% | $4,167-56.3% | $3,740-51.4% |
| Admin fee / account holder | $8,600 | $5,622+53.0% | $6,797+26.5% | $5,306+62.1% |