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 | $91,713 | $275,752-66.7% | $256,809-64.3% | $198,609-53.8% |
| Participation rate | 72.7% | 89.2%-16.4pp | 88.5%-15.8pp | 82.4%-9.7pp |
| Annual return | 19.23% | 34.81%-15.6pp | 32.73%-13.5pp | 202.70%-183.5pp |
| Employer contribution / active EE | $2,705 | $7,721-65.0% | $7,263-62.8% | $5,055-46.5% |
| Participant deferral / active EE | $6,017 | $10,037-40.1% | $9,520-36.8% | $6,977-13.8% |
| Admin fee / account holder | $1,889 | $25,716-92.7% | $25,146-92.5% | $19,030-90.1% |