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 | $110,049 | $167,483-34.3% | $115,752-4.9% | $147,586-25.4% |
| Participation rate | 93.8% | 81.7%+12.0pp | 77.8%+16.0pp | 82.8%+10.9pp |
| Annual return | 22.88% | 12.11%+10.8pp | 19.41%+3.5pp | 578.59%-555.7pp |
| Employer contribution / active EE | $8,892 | $4,960+79.3% | $3,492+154.6% | $4,876+82.3% |
| Participant deferral / active EE | $12,826 | $7,037+82.3% | $5,204+146.5% | $5,439+135.8% |
| Admin fee / account holder | $5,596 | $13,069-57.2% | $6,278-10.9% | $10,886-48.6% |