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 | $108,519 | $84,236+28.8% | $170,435-36.3% | $70,126+54.7% |
| Participation rate | 82.1% | 70.8%+11.3pp | 83.6%-1.5pp | 69.5%+12.6pp |
| Annual return | 14.50% | 23.06%-8.6pp | 205.94%-191.4pp | 73.15%-58.6pp |
| Employer contribution / active EE | $5,429 | $3,387+60.3% | $5,432-0.1% | $2,343+131.8% |
| Participant deferral / active EE | $4,466 | $3,086+44.7% | $4,939-9.6% | $3,332+34.1% |
| Admin fee / account holder | $4,297 | $5,698-24.6% | $13,881-69.0% | $4,645-7.5% |