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 | $115,674 | $84,236+37.3% | $170,435-32.1% | $70,126+65.0% |
| Participation rate | 94.6% | 70.8%+23.8pp | 83.6%+11.0pp | 69.5%+25.1pp |
| Annual return | 18.14% | 23.06%-4.9pp | 205.94%-187.8pp | 73.15%-55.0pp |
| Employer contribution / active EE | $2,349 | $3,387-30.7% | $5,432-56.8% | $2,343+0.3% |
| Participant deferral / active EE | $4,136 | $3,086+34.0% | $4,939-16.3% | $3,332+24.1% |
| Admin fee / account holder | $5,886 | $5,698+3.3% | $13,881-57.6% | $4,645+26.7% |