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 | $92,237 | $77,814+18.5% | $158,223-41.7% | $86,983+6.0% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 16.03% | 30.54%-14.5pp | 52.09%-36.1pp | 25.83%-9.8pp |
| Employer contribution / active EE | $1,903 | $2,592-26.6% | $4,109-53.7% | $2,584-26.4% |
| Participant deferral / active EE | $5,461 | $3,270+67.0% | $5,467-0.1% | $4,194+30.2% |
| Admin fee / account holder | $1,175 | $5,879-80.0% | $16,047-92.7% | $7,856-85.0% |