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 | $73,927 | $107,421-31.2% | $182,262-59.4% | $94,015-21.4% |
| Participation rate | 82.1% | 77.8%+4.4pp | 84.2%-2.1pp | 70.8%+11.3pp |
| Annual return | 20.93% | 21.32%-0.4pp | 140.60%-119.7pp | 17.84%+3.1pp |
| Employer contribution / active EE | $4,252 | $3,448+23.3% | $5,046-15.7% | $2,790+52.4% |
| Participant deferral / active EE | $9,227 | $6,558+40.7% | $8,276+11.5% | $4,249+117.1% |
| Admin fee / account holder | $3,527 | $8,692-59.4% | $16,712-78.9% | $8,951-60.6% |