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 | $87,302 | $94,031-7.2% | $115,768-24.6% | $82,448+5.9% |
| Participation rate | 86.7% | 70.4%+16.2pp | 74.4%+12.3pp | 68.1%+18.6pp |
| Annual return | 33.22% | 20.61%+12.6pp | 100.46%-67.2pp | 41.64%-8.4pp |
| Employer contribution / active EE | $1,917 | $2,323-17.5% | $2,940-34.8% | $2,551-24.9% |
| Participant deferral / active EE | $3,756 | $3,972-5.4% | $4,917-23.6% | $4,139-9.3% |
| Admin fee / account holder | $7,095 | $10,249-30.8% | $12,439-43.0% | $7,234-1.9% |