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 | $88,625 | $101,063-12.3% | $81,473+8.8% | $147,585-40.0% |
| Participation rate | 91.7% | 74.5%+17.2pp | 68.0%+23.7pp | 82.8%+8.8pp |
| Annual return | 15.58% | 32.41%-16.8pp | 38.78%-23.2pp | 578.58%-563.0pp |
| Employer contribution / active EE | $9,114 | $3,206+184.3% | $2,568+254.9% | $4,876+86.9% |
| Participant deferral / active EE | $12,641 | $4,242+198.0% | $3,537+257.4% | $5,439+132.4% |
| Admin fee / account holder | $5,190 | $5,812-10.7% | $4,561+13.8% | $10,886-52.3% |