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 | $95,172 | $65,367+45.6% | $92,915+2.4% | $72,976+30.4% |
| Participation rate | 94.1% | 68.3%+25.8pp | 76.0%+18.1pp | 69.5%+24.6pp |
| Annual return | 21.97% | 42.11%-20.1pp | 109.45%-87.5pp | 81.02%-59.0pp |
| Employer contribution / active EE | $9,984 | $2,594+284.9% | $3,653+173.3% | $2,440+309.2% |
| Participant deferral / active EE | $3,782 | $3,128+20.9% | $4,238-10.8% | $3,608+4.8% |
| Admin fee / account holder | $2,089 | $4,251-50.9% | $5,796-63.9% | $5,124-59.2% |