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 | $88,474 | $93,345-5.2% | $119,126-25.7% | $87,485+1.1% |
| Participation rate | 88.9% | 68.7%+20.2pp | 75.8%+13.1pp | 68.9%+20.0pp |
| Annual return | 18.40% | 19.08%-0.7pp | 282.11%-263.7pp | 26.06%-7.7pp |
| Employer contribution / active EE | $4,948 | $3,172+56.0% | $4,034+22.7% | $2,596+90.6% |
| Participant deferral / active EE | $5,955 | $4,099+45.3% | $5,318+12.0% | $4,274+39.3% |
| Admin fee / account holder | $13,094 | $8,039+62.9% | $10,693+22.5% | $7,775+68.4% |