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 | $88,391 | $154,228-42.7% | $145,433-39.2% | $137,256-35.6% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 19.13% | 74.59%-55.5pp | 66.58%-47.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,820 | $8,216-17.0% | $7,897-13.6% | $6,407+6.5% |
| Admin fee / account holder | $2,930 | $14,344-79.6% | $13,129-77.7% | $12,270-76.1% |