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 | $101,197 | $94,031+7.6% | $115,768-12.6% | $82,448+22.7% |
| Participation rate | 70.2% | 70.4%-0.2pp | 74.4%-4.2pp | 68.1%+2.1pp |
| Annual return | 16.56% | 20.61%-4.0pp | 100.46%-83.9pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,909 | $2,323+25.2% | $2,940-1.1% | $2,551+14.0% |
| Participant deferral / active EE | $4,146 | $3,972+4.4% | $4,917-15.7% | $4,139+0.2% |
| Admin fee / account holder | $27,430 | $10,249+167.6% | $12,439+120.5% | $7,234+279.2% |