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 | $94,302 | $98,766-4.5% | $149,730-37.0% | $79,852+18.1% |
| Participation rate | 88.6% | 75.8%+12.9pp | 82.5%+6.2pp | 69.6%+19.0pp |
| Annual return | 18.64% | 27.43%-8.8pp | 276.70%-258.1pp | 31.72%-13.1pp |
| Employer contribution / active EE | $3,814 | $3,217+18.6% | $4,645-17.9% | $2,471+54.3% |
| Participant deferral / active EE | $10,122 | $5,681+78.2% | $6,843+47.9% | $3,740+170.6% |
| Admin fee / account holder | $10,831 | $6,052+79.0% | $9,310+16.3% | $5,306+104.1% |