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 | $92,895 | $101,795-8.7% | $165,100-43.7% | $80,959+14.7% |
| Participation rate | 89.2% | 71.8%+17.4pp | 78.6%+10.6pp | 67.7%+21.5pp |
| Annual return | 13.97% | 16.73%-2.8pp | 70.21%-56.2pp | 35.67%-21.7pp |
| Employer contribution / active EE | $5,295 | $2,954+79.3% | $4,348+21.8% | $2,757+92.1% |
| Participant deferral / active EE | $7,694 | $4,476+71.9% | $6,035+27.5% | $4,300+78.9% |
| Admin fee / account holder | $3,297 | $8,221-59.9% | $12,696-74.0% | $6,925-52.4% |