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 | $94,779 | $185,312-48.9% | $161,489-41.3% | $154,746-38.8% |
| Participation rate | 93.8% | 82.5%+11.3pp | 78.7%+15.1pp | 80.7%+13.0pp |
| Annual return | 18.62% | 103.84%-85.2pp | 89.72%-71.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $3,639 | $4,769-23.7% | $4,268-14.7% | $4,379-16.9% |
| Participant deferral / active EE | $8,790 | $6,350+38.4% | $5,630+56.1% | $6,730+30.6% |
| Admin fee / account holder | $2,226 | $18,654-88.1% | $16,006-86.1% | $14,365-84.5% |