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 | $86,801 | $77,908+11.4% | $149,696-42.0% | $75,173+15.5% |
| Participation rate | 97.0% | 65.6%+31.4pp | 78.8%+18.2pp | 67.2%+29.8pp |
| Annual return | 18.72% | 31.73%-13.0pp | 134.46%-115.7pp | 160.72%-142.0pp |
| Employer contribution / active EE | $4,626 | $3,138+47.4% | $4,821-4.0% | $2,671+73.2% |
| Participant deferral / active EE | $6,871 | $3,411+101.4% | $5,682+20.9% | $4,126+66.5% |
| Admin fee / account holder | $11,512 | $5,950+93.5% | $13,212-12.9% | $5,651+103.7% |