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 | $94,835 | $100,901-6.0% | $75,501+25.6% | $147,586-35.7% |
| Participation rate | 87.5% | 77.1%+10.4pp | 72.4%+15.1pp | 82.8%+4.7pp |
| Annual return | 12.29% | 35.78%-23.5pp | 27.35%-15.1pp | 578.59%-566.3pp |
| Employer contribution / active EE | $1,770 | $3,253-45.6% | $2,352-24.7% | $4,876-63.7% |
| Participant deferral / active EE | $7,952 | $4,027+97.4% | $3,142+153.0% | $5,439+46.2% |
| Admin fee / account holder | $59,355 | $11,285+426.0% | $5,801+923.3% | $10,886+445.3% |