Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $89,426 | $110,410-19.0% | $102,437-12.7% | $145,897-38.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | 10.58% | 24.85%-14.3pp | 24.95%-14.4pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,893 | $4,217-55.1% | $3,871-51.1% | $4,663-59.4% |
| Participant deferral / active EE | $9,132 | $5,622+62.4% | $5,060+80.5% | $6,689+36.5% |
| Admin fee / account holder | $1,737 | $9,745-82.2% | $8,388-79.3% | $13,390-87.0% |