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 | $96,626 | $116,203-16.8% | $93,621+3.2% | $152,897-36.8% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.8%-0.8pp | 82.5%-7.5pp |
| Annual return | 32.53% | 35.96%-3.4pp | 32.76%-0.2pp | 345.43%-312.9pp |
| Employer contribution / active EE | $2,210 | $3,219-31.4% | $2,719-18.7% | $4,764-53.6% |
| Participant deferral / active EE | $9,966 | $4,605+116.4% | $4,070+144.9% | $5,851+70.3% |
| Admin fee / account holder | $1,027 | $10,751-90.4% | $7,890-87.0% | $11,599-91.1% |