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 | $65,195 | $93,617-30.4% | $135,982-52.1% | $75,177-13.3% |
| Participation rate | 92.7% | 75.2%+17.5pp | 81.9%+10.8pp | 67.2%+25.5pp |
| Annual return | 17.86% | 30.89%-13.0pp | 68.32%-50.5pp | 160.75%-142.9pp |
| Employer contribution / active EE | $8,733 | $3,538+146.8% | $4,859+79.7% | $2,671+226.9% |
| Participant deferral / active EE | $12,047 | $6,406+88.1% | $7,760+55.2% | $4,126+191.9% |
| Admin fee / account holder | $9,461 | $6,980+35.5% | $10,767-12.1% | $5,651+67.4% |