Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $90,062 | $101,752-11.5% | $164,928-45.4% | $80,911+11.3% |
| Participation rate | 74.4% | 71.8%+2.5pp | 78.6%-4.3pp | 67.6%+6.7pp |
| Annual return | 16.06% | 16.73%-0.7pp | 70.08%-54.0pp | 35.63%-19.6pp |
| Employer contribution / active EE | $4,338 | $2,953+46.9% | $4,343-0.1% | $2,756+57.4% |
| Participant deferral / active EE | $6,381 | $4,477+42.5% | $6,034+5.8% | $4,297+48.5% |
| Admin fee / account holder | $508 | $8,218-93.8% | $12,684-96.0% | $6,935-92.7% |