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 | $92,130 | $162,136-43.2% | $152,301-39.5% | $154,746-40.5% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 16.51% | 91.02%-74.5pp | 80.50%-64.0pp | 172.34%-155.8pp |
| Employer contribution / active EE | $10,977 | $4,890+124.5% | $4,624+137.4% | $4,379+150.7% |
| Participant deferral / active EE | $22,462 | $8,341+169.3% | $8,004+180.6% | $6,730+233.7% |
| Admin fee / account holder | $14,487 | $15,759-8.1% | $14,398+0.6% | $14,365+0.9% |