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 | $91,237 | $101,795-10.4% | $165,100-44.7% | $80,959+12.7% |
| Participation rate | 84.8% | 71.8%+13.0pp | 78.6%+6.2pp | 67.7%+17.2pp |
| Annual return | 24.26% | 16.73%+7.5pp | 70.21%-46.0pp | 35.67%-11.4pp |
| Employer contribution / active EE | $1,918 | $2,954-35.1% | $4,348-55.9% | $2,757-30.4% |
| Participant deferral / active EE | $3,301 | $4,476-26.2% | $6,035-45.3% | $4,300-23.2% |
| Admin fee / account holder | $1,426 | $8,221-82.6% | $12,696-88.8% | $6,925-79.4% |