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 | $72,978 | $71,197+2.5% | $93,669-22.1% | $80,925-9.8% |
| Participation rate | 93.3% | 60.4%+32.9pp | 68.7%+24.6pp | 67.7%+25.7pp |
| Annual return | 10.87% | 11.27%-0.4pp | 133.59%-122.7pp | 35.65%-24.8pp |
| Employer contribution / active EE | $11,556 | $1,565+638.5% | $2,424+376.8% | $2,756+319.3% |
| Participant deferral / active EE | $9,308 | $4,036+130.7% | $4,416+110.8% | $4,299+116.5% |
| Admin fee / account holder | $9,862 | $6,959+41.7% | $8,291+18.9% | $6,940+42.1% |