Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,348 | $138,386-29.7% | $184,260-47.2% | $80,935+20.3% |
| Participation rate | 79.4% | 83.9%-4.5pp | 86.8%-7.4pp | 67.7%+11.8pp |
| Annual return | 12.32% | 20.02%-7.7pp | 28.84%-16.5pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,748 | $4,851-64.0% | $6,427-72.8% | $2,757-36.6% |
| Participant deferral / active EE | $8,148 | $7,076+15.2% | $9,133-10.8% | $4,299+89.5% |
| Admin fee / account holder | $4,112 | $10,489-60.8% | $13,898-70.4% | $6,924-40.6% |