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 | $90,828 | $88,672+2.4% | $105,223-13.7% | $82,448+10.2% |
| Participation rate | 81.3% | 67.9%+13.3pp | 75.0%+6.2pp | 68.1%+13.2pp |
| Annual return | 13.51% | 30.86%-17.3pp | 180.65%-167.1pp | 41.64%-28.1pp |
| Employer contribution / active EE | $1,764 | $3,048-42.1% | $3,689-52.2% | $2,551-30.9% |
| Participant deferral / active EE | $3,199 | $4,036-20.7% | $5,072-36.9% | $4,139-22.7% |
| Admin fee / account holder | $2,194 | $7,146-69.3% | $8,859-75.2% | $7,234-69.7% |