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 | $91,270 | $103,008-11.4% | $90,304+1.1% | $152,897-40.3% |
| Participation rate | 72.2% | 75.9%-3.6pp | 73.3%-1.1pp | 82.5%-10.2pp |
| Annual return | 22.95% | 95.22%-72.3pp | 78.13%-55.2pp | 345.43%-322.5pp |
| Employer contribution / active EE | $1,444 | $3,139-54.0% | $2,855-49.4% | $4,764-69.7% |
| Participant deferral / active EE | $3,897 | $4,281-9.0% | $3,885+0.3% | $5,851-33.4% |
| Admin fee / account holder | $2,144 | $6,175-65.3% | $5,354-60.0% | $11,599-81.5% |