Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,788 | $185,312-49.4% | $161,489-41.9% | $154,746-39.4% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 15.93% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $2,364 | $4,769-50.4% | $4,268-44.6% | $4,379-46.0% |
| Participant deferral / active EE | $9,068 | $6,350+42.8% | $5,630+61.1% | $6,730+34.7% |
| Admin fee / account holder | $1,658 | $18,654-91.1% | $16,006-89.6% | $14,365-88.5% |