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 | $88,927 | $103,393-14.0% | $87,103+2.1% | $152,909-41.8% |
| Participation rate | 91.7% | 79.4%+12.3pp | 76.9%+14.8pp | 82.5%+9.2pp |
| Annual return | 22.04% | 28.10%-6.1pp | 28.19%-6.2pp | 345.46%-323.4pp |
| Employer contribution / active EE | $3,110 | $3,221-3.5% | $2,521+23.3% | $4,764-34.7% |
| Participant deferral / active EE | $9,269 | $4,778+94.0% | $4,049+128.9% | $5,851+58.4% |
| Admin fee / account holder | $17,548 | $12,195+43.9% | $7,491+134.2% | $11,601+51.3% |