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 | $89,550 | $100,279-10.7% | $81,353+10.1% | $145,884-38.6% |
| Participation rate | 78.6% | 74.3%+4.3pp | 69.5%+9.0pp | 80.3%-1.7pp |
| Annual return | 11.34% | 34.49%-23.2pp | 24.82%-13.5pp | 551.85%-540.5pp |
| Employer contribution / active EE | $4,211 | $2,979+41.4% | $2,464+70.9% | $4,662-9.7% |
| Participant deferral / active EE | $7,408 | $4,611+60.7% | $3,885+90.7% | $6,690+10.7% |
| Admin fee / account holder | $5,909 | $8,206-28.0% | $5,766+2.5% | $13,392-55.9% |