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 | $99,788 | $115,917-13.9% | $100,535-0.7% | $158,982-37.2% |
| Participation rate | 81.8% | 81.6%+0.2pp | 79.4%+2.4pp | 82.0%-0.1pp |
| Annual return | 18.56% | 34.80%-16.2pp | 30.90%-12.3pp | 302.99%-284.4pp |
| Employer contribution / active EE | $7,326 | $4,105+78.5% | $3,419+114.3% | $4,763+53.8% |
| Participant deferral / active EE | $5,718 | $6,677-14.4% | $6,271-8.8% | $5,983-4.4% |
| Admin fee / account holder | $1,002 | $11,002-90.9% | $8,085-87.6% | $11,252-91.1% |