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 | $112,252 | $108,825+3.1% | $156,181-28.1% | $82,448+36.1% |
| Participation rate | 97.8% | 72.4%+25.5pp | 78.8%+19.0pp | 68.1%+29.8pp |
| Annual return | 16.78% | 20.59%-3.8pp | 64.87%-48.1pp | 41.64%-24.9pp |
| Employer contribution / active EE | $10,410 | $2,870+262.7% | $4,294+142.4% | $2,551+308.1% |
| Participant deferral / active EE | $7,674 | $4,577+67.7% | $6,132+25.1% | $4,139+85.4% |
| Admin fee / account holder | $39,972 | $9,341+327.9% | $14,586+174.0% | $7,234+452.5% |