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 | $85,907 | $99,053-13.3% | $88,179-2.6% | $138,895-38.1% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.1%+0.9pp | 79.9%-9.9pp |
| Annual return | 27.15% | 78.17%-51.0pp | 64.97%-37.8pp | 145.39%-118.2pp |
| Employer contribution / active EE | $3,898 | $2,882+35.2% | $2,549+52.9% | $4,194-7.1% |
| Participant deferral / active EE | $9,336 | $5,225+78.7% | $4,614+102.4% | $6,396+46.0% |
| Admin fee / account holder | $1,005 | $8,748-88.5% | $7,673-86.9% | $12,562-92.0% |