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 | $88,104 | $104,251-15.5% | $91,004-3.2% | $147,585-40.3% |
| Participation rate | 91.3% | 78.2%+13.1pp | 75.6%+15.7pp | 82.8%+8.5pp |
| Annual return | 15.80% | 27.06%-11.3pp | 4.60%+11.2pp | 578.58%-562.8pp |
| Employer contribution / active EE | $1,442 | $3,116-53.7% | $2,456-41.3% | $4,876-70.4% |
| Participant deferral / active EE | $3,906 | $4,195-6.9% | $3,548+10.1% | $5,439-28.2% |
| Admin fee / account holder | $4,296 | $8,948-52.0% | $5,417-20.7% | $10,886-60.5% |