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 | $87,137 | $77,638+12.2% | $156,551-44.3% | $62,881+38.6% |
| Participation rate | 96.4% | 71.2%+25.2pp | 84.0%+12.4pp | 69.3%+27.1pp |
| Annual return | 7.28% | 50.33%-43.0pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $3,936 | $3,444+14.3% | $5,501-28.5% | $2,281+72.6% |
| Participant deferral / active EE | $4,703 | $3,046+54.4% | $4,871-3.5% | $3,203+46.8% |
| Admin fee / account holder | $28,627 | $5,561+414.7% | $13,028+119.7% | $4,296+566.4% |