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 | $93,801 | $106,267-11.7% | $96,520-2.8% | $139,456-32.7% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 19.61% | 38.45%-18.8pp | 35.72%-16.1pp | 373.45%-353.8pp |
| Employer contribution / active EE | $2,065 | $4,105-49.7% | $3,739-44.8% | $4,753-56.6% |
| Participant deferral / active EE | $5,367 | $5,454-1.6% | $4,879+10.0% | $6,711-20.0% |
| Admin fee / account holder | $5,376 | $7,882-31.8% | $6,733-20.2% | $11,407-52.9% |