Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $92,094 | $174,379-47.2% | $152,093-39.4% | $138,895-33.7% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 17.14% | 74.86%-57.7pp | 66.36%-49.2pp | 145.39%-128.3pp |
| Employer contribution / active EE | $3,255 | $4,652-30.0% | $4,175-22.0% | $4,194-22.4% |
| Participant deferral / active EE | $4,800 | $6,159-22.1% | $5,451-12.0% | $6,396-25.0% |
| Admin fee / account holder | $5,896 | $16,880-65.1% | $14,497-59.3% | $12,562-53.1% |