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 | $104,731 | $86,298+21.4% | $111,308-5.9% | $85,847+22.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.77% | 19.99%-2.2pp | 54.67%-36.9pp | 318.61%-300.8pp |
| Employer contribution / active EE | $1,055 | $2,044-48.4% | $2,732-61.4% | $2,565-58.9% |
| Participant deferral / active EE | $5,898 | $3,641+62.0% | $4,487+31.4% | $3,952+49.2% |
| Admin fee / account holder | $5,985 | $8,189-26.9% | $7,965-24.9% | $6,261-4.4% |