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 | $87,975 | $53,128+65.6% | $86,582+1.6% | $70,126+25.5% |
| Participation rate | 97.4% | 65.3%+32.1pp | 73.5%+23.9pp | 69.5%+27.9pp |
| Annual return | 13.14% | 27.66%-14.5pp | 965.08%-951.9pp | 73.15%-60.0pp |
| Employer contribution / active EE | $2,027 | $2,068-2.0% | $2,839-28.6% | $2,343-13.5% |
| Participant deferral / active EE | $3,692 | $2,695+37.0% | $3,609+2.3% | $3,332+10.8% |
| Admin fee / account holder | $5,760 | $3,584+60.7% | $4,904+17.5% | $4,645+24.0% |