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 | $89,465 | $201,372-55.6% | $184,260-51.4% | $145,884-38.7% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 19.79% | 29.04%-9.2pp | 28.84%-9.0pp | 551.85%-532.1pp |
| Employer contribution / active EE | $2,038 | $7,024-71.0% | $6,427-68.3% | $4,662-56.3% |
| Participant deferral / active EE | $9,145 | $9,808-6.8% | $9,133+0.1% | $6,690+36.7% |
| Admin fee / account holder | $1,774 | $16,362-89.2% | $13,898-87.2% | $13,392-86.8% |