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 | $91,310 | $136,433-33.1% | $98,864-7.6% | $167,553-45.5% |
| Participation rate | 83.3% | 70.3%+13.1pp | 65.7%+17.6pp | 82.1%+1.2pp |
| Annual return | 6.89% | 67.76%-60.9pp | 50.03%-43.1pp | 478.89%-472.0pp |
| Employer contribution / active EE | $1,087 | $2,636-58.8% | $2,070-47.5% | $4,840-77.5% |
| Participant deferral / active EE | $4,562 | $3,721+22.6% | $3,037+50.2% | $6,343-28.1% |
| Admin fee / account holder | $748 | $5,039-85.2% | $4,080-81.7% | $12,316-93.9% |