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 | $93,785 | $93,617+0.2% | $135,982-31.0% | $75,177+24.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 29.38% | 30.89%-1.5pp | 68.32%-38.9pp | 160.75%-131.4pp |
| Employer contribution / active EE | $9,234 | $3,538+161.0% | $4,859+90.0% | $2,671+245.7% |
| Participant deferral / active EE | $10,519 | $6,406+64.2% | $7,760+35.6% | $4,126+154.9% |
| Admin fee / account holder | $2,237 | $6,980-68.0% | $10,767-79.2% | $5,651-60.4% |