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 | $92,363 | $181,062-49.0% | $158,223-41.6% | $155,188-40.5% |
| Participation rate | 88.9% | 82.7%+6.2pp | 79.2%+9.7pp | 80.8%+8.1pp |
| Annual return | 10.12% | 57.39%-47.3pp | 52.09%-42.0pp | 148.84%-138.7pp |
| Employer contribution / active EE | $1,720 | $4,565-62.3% | $4,109-58.1% | $4,248-59.5% |
| Participant deferral / active EE | $3,440 | $6,134-43.9% | $5,467-37.1% | $6,531-47.3% |
| Admin fee / account holder | $786 | $18,825-95.8% | $16,047-95.1% | $14,480-94.6% |