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 | $112,334 | $90,486+24.1% | $78,676+42.8% | $273,972-59.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 2.16% | 75.62%-73.5pp | 62.19%-60.0pp | 41.46%-39.3pp |
| Employer contribution / active EE | $5,604 | $3,175+76.5% | $2,850+96.6% | $4,869+15.1% |
| Participant deferral / active EE | $6,742 | $3,901+72.8% | $3,517+91.7% | $5,287+27.5% |
| Admin fee / account holder | $364 | $5,263-93.1% | $4,510-91.9% | $10,133-96.4% |