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 | $91,424 | $111,814-18.2% | $103,378-11.6% | $145,978-37.4% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 10.09% | 24.80%-14.7pp | 24.91%-14.8pp | 550.52%-540.4pp |
| Employer contribution / active EE | $2,544 | $4,215-39.6% | $3,870-34.3% | $4,662-45.4% |
| Participant deferral / active EE | $7,673 | $5,618+36.6% | $5,058+51.7% | $6,690+14.7% |
| Admin fee / account holder | $2,327 | $9,764-76.2% | $8,401-72.3% | $13,400-82.6% |