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 | $99,164 | $95,406+3.9% | $185,849-46.6% | $85,847+15.5% |
| Participation rate | 75.0% | 68.8%+6.2pp | 81.7%-6.7pp | 69.3%+5.7pp |
| Annual return | 17.88% | 23.59%-5.7pp | 122.10%-104.2pp | 318.61%-300.7pp |
| Employer contribution / active EE | $2,428 | $3,314-26.7% | $5,169-53.0% | $2,565-5.4% |
| Participant deferral / active EE | $6,634 | $3,424+93.8% | $5,569+19.1% | $3,952+67.8% |
| Admin fee / account holder | $549 | $7,214-92.4% | $16,244-96.6% | $6,261-91.2% |