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 | $77,113 | $84,236-8.5% | $170,435-54.8% | $70,126+10.0% |
| Participation rate | 96.7% | 70.8%+25.8pp | 83.6%+13.1pp | 69.5%+27.1pp |
| Annual return | 18.31% | 23.06%-4.8pp | 205.94%-187.6pp | 73.15%-54.8pp |
| Employer contribution / active EE | $7,778 | $3,387+129.6% | $5,432+43.2% | $2,343+232.0% |
| Participant deferral / active EE | $7,010 | $3,086+127.2% | $4,939+41.9% | $3,332+110.4% |
| Admin fee / account holder | $1,635 | $5,698-71.3% | $13,881-88.2% | $4,645-64.8% |