Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $86,949 | $81,233+7.0% | $155,567-44.1% | $80,874+7.5% |
| Participation rate | 96.4% | 66.2%+30.2pp | 78.2%+18.2pp | 67.6%+28.8pp |
| Annual return | 11.86% | 33.33%-21.5pp | 64.74%-52.9pp | 35.62%-23.8pp |
| Employer contribution / active EE | $12,468 | $3,101+302.1% | $4,674+166.8% | $2,756+352.5% |
| Participant deferral / active EE | $6,386 | $3,452+85.0% | $5,628+13.5% | $4,297+48.6% |
| Admin fee / account holder | $2,688 | $7,998-66.4% | $15,916-83.1% | $6,935-61.2% |