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 | $86,725 | $78,423+10.6% | $95,964-9.6% | $79,856+8.6% |
| Participation rate | 89.1% | 73.5%+15.6pp | 77.1%+12.0pp | 69.6%+19.4pp |
| Annual return | 12.81% | 19.37%-6.6pp | 91.64%-78.8pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,552 | $1,945-20.2% | $2,541-38.9% | $2,471-37.2% |
| Participant deferral / active EE | $3,507 | $3,440+1.9% | $4,167-15.8% | $3,741-6.2% |
| Admin fee / account holder | $13,676 | $5,622+143.3% | $6,797+101.2% | $5,306+157.7% |