Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $93,460 | $93,589-0.1% | $135,942-31.3% | $75,181+24.3% |
| Participation rate | 85.7% | 75.2%+10.5pp | 81.9%+3.8pp | 67.2%+18.5pp |
| Annual return | 23.63% | 30.90%-7.3pp | 68.28%-44.6pp | 160.69%-137.1pp |
| Employer contribution / active EE | $5,553 | $3,537+57.0% | $4,858+14.3% | $2,671+107.9% |
| Participant deferral / active EE | $10,556 | $6,405+64.8% | $7,759+36.1% | $4,126+155.9% |
| Admin fee / account holder | $5,206 | $6,977-25.4% | $10,764-51.6% | $5,650-7.8% |