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 | $85,450 | $48,364+76.7% | $71,796+19.0% | $62,881+35.9% |
| Participation rate | 93.9% | 60.6%+33.3pp | 69.1%+24.8pp | 69.3%+24.6pp |
| Annual return | 9.96% | 13.16%-3.2pp | 78.04%-68.1pp | 20.14%-10.2pp |
| Employer contribution / active EE | $2,302 | $1,042+120.9% | $1,924+19.6% | $2,281+0.9% |
| Participant deferral / active EE | $5,623 | $2,091+168.9% | $2,794+101.2% | $3,203+75.6% |
| Admin fee / account holder | $3,721 | $3,771-1.3% | $4,815-22.7% | $4,296-13.4% |