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 | $90,792 | $162,812-44.2% | $133,971-32.2% | $158,966-42.9% |
| Participation rate | 76.9% | 83.2%-6.3pp | 79.8%-2.9pp | 82.0%-5.0pp |
| Annual return | 23.91% | 41.94%-18.0pp | 45.09%-21.2pp | 302.95%-279.0pp |
| Employer contribution / active EE | $2,252 | $4,976-54.7% | $3,919-42.5% | $4,762-52.7% |
| Participant deferral / active EE | $5,835 | $5,910-1.3% | $5,047+15.6% | $5,983-2.5% |
| Admin fee / account holder | $2,096 | $11,741-82.1% | $8,929-76.5% | $11,250-81.4% |