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 | $89,351 | $135,956-34.3% | $123,894-27.9% | $273,972-67.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 81.4%-6.4pp | 83.0%-8.0pp |
| Annual return | 11.67% | 56.63%-45.0pp | 47.52%-35.8pp | 41.46%-29.8pp |
| Employer contribution / active EE | $2,609 | $5,170-49.5% | $4,617-43.5% | $4,869-46.4% |
| Participant deferral / active EE | $10,668 | $6,343+68.2% | $5,984+78.3% | $5,287+101.8% |
| Admin fee / account holder | $757 | $9,817-92.3% | $8,357-90.9% | $10,133-92.5% |