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 | $113,292 | $81,276+39.4% | $155,574-27.2% | $80,925+40.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.32% | 33.36%-19.0pp | 64.87%-50.6pp | 35.65%-21.3pp |
| Employer contribution / active EE | $9,084 | $3,103+192.7% | $4,676+94.3% | $2,756+229.6% |
| Participant deferral / active EE | $4,515 | $3,453+30.8% | $5,629-19.8% | $4,299+5.0% |
| Admin fee / account holder | $896 | $7,993-88.8% | $15,914-94.4% | $6,940-87.1% |