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 | $97,200 | $91,198+6.6% | $178,503-45.5% | $79,856+21.7% |
| Participation rate | 93.3% | 69.2%+24.1pp | 81.9%+11.4pp | 69.6%+23.7pp |
| Annual return | 19.73% | 24.20%-4.5pp | 151.12%-131.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,908 | $3,257-41.4% | $5,011-61.9% | $2,471-22.8% |
| Participant deferral / active EE | $4,093 | $3,237+26.5% | $5,202-21.3% | $3,741+9.4% |
| Admin fee / account holder | $21,354 | $6,748+216.4% | $13,987+52.7% | $5,306+302.4% |