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 | $96,071 | $113,338-15.2% | $94,993+1.1% | $147,586-34.9% |
| Participation rate | 87.5% | 78.0%+9.5pp | 73.9%+13.6pp | 82.8%+4.7pp |
| Annual return | 22.15% | 20.80%+1.4pp | 27.14%-5.0pp | 578.59%-556.4pp |
| Employer contribution / active EE | $2,595 | $3,160-17.9% | $2,603-0.3% | $4,876-46.8% |
| Participant deferral / active EE | $4,663 | $3,777+23.5% | $3,317+40.6% | $5,439-14.3% |
| Admin fee / account holder | $1,283 | $6,063-78.8% | $4,960-74.1% | $10,886-88.2% |