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 | $92,300 | $103,392-10.7% | $87,104+6.0% | $152,897-39.6% |
| Participation rate | 89.5% | 79.4%+10.1pp | 76.9%+12.6pp | 82.5%+7.0pp |
| Annual return | 24.10% | 28.10%-4.0pp | 28.19%-4.1pp | 345.43%-321.3pp |
| Employer contribution / active EE | $1,167 | $3,221-63.8% | $2,521-53.7% | $4,764-75.5% |
| Participant deferral / active EE | $6,838 | $4,778+43.1% | $4,048+68.9% | $5,851+16.9% |
| Admin fee / account holder | $1,204 | $12,194-90.1% | $7,491-83.9% | $11,599-89.6% |