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 | $93,260 | $117,904-20.9% | $102,457-9.0% | $145,978-36.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.34% | 31.80%-19.5pp | 29.41%-17.1pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,814 | $3,613-49.8% | $3,022-40.0% | $4,662-61.1% |
| Participant deferral / active EE | $2,894 | $5,733-49.5% | $5,054-42.8% | $6,690-56.7% |
| Admin fee / account holder | $15,657 | $13,329+17.5% | $9,451+65.7% | $13,400+16.8% |