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 | $97,840 | $57,352+70.6% | $83,831+16.7% | $64,173+52.5% |
| Participation rate | 92.3% | 68.6%+23.7pp | 76.1%+16.2pp | 69.6%+22.7pp |
| Annual return | -5.51% | 11.38%-16.9pp | 850.99%-856.5pp | 7.63%-13.1pp |
| Employer contribution / active EE | $7,915 | $2,546+210.9% | $3,631+118.0% | $2,381+232.4% |
| Participant deferral / active EE | $8,550 | $2,993+185.7% | $4,082+109.5% | $3,470+146.4% |
| Admin fee / account holder | $660 | $4,046-83.7% | $5,479-88.0% | $4,887-86.5% |