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 | $86,192 | $162,812-47.1% | $133,971-35.7% | $158,966-45.8% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 14.07% | 41.94%-27.9pp | 45.09%-31.0pp | 302.95%-288.9pp |
| Employer contribution / active EE | $3,683 | $4,976-26.0% | $3,919-6.0% | $4,762-22.7% |
| Participant deferral / active EE | $7,934 | $5,910+34.2% | $5,047+57.2% | $5,983+32.6% |
| Admin fee / account holder | $988 | $11,741-91.6% | $8,929-88.9% | $11,250-91.2% |