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 | $99,585 | $89,364+11.4% | $141,177-29.5% | $72,983+36.4% |
| Participation rate | 92.1% | 75.1%+17.0pp | 82.5%+9.6pp | 69.5%+22.6pp |
| Annual return | 25.52% | 111.86%-86.3pp | 71.40%-45.9pp | 81.01%-55.5pp |
| Employer contribution / active EE | $2,433 | $3,115-21.9% | $4,736-48.6% | $2,440-0.3% |
| Participant deferral / active EE | $5,994 | $5,419+10.6% | $6,710-10.7% | $3,608+66.2% |
| Admin fee / account holder | $6,618 | $5,959+11.1% | $10,263-35.5% | $5,124+29.2% |