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 | $91,825 | $91,037+0.9% | $71,671+28.1% | $147,585-37.8% |
| Participation rate | 85.7% | 76.1%+9.6pp | 68.7%+17.0pp | 82.8%+2.9pp |
| Annual return | 17.94% | 20.48%-2.5pp | 20.65%-2.7pp | 578.57%-560.6pp |
| Employer contribution / active EE | $1,114 | $3,327-66.5% | $2,460-54.7% | $4,876-77.1% |
| Participant deferral / active EE | $2,514 | $4,498-44.1% | $3,438-26.9% | $5,439-53.8% |
| Admin fee / account holder | $320 | $8,613-96.3% | $5,558-94.2% | $10,885-97.1% |