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 | $89,000 | $101,795-12.6% | $165,100-46.1% | $80,959+9.9% |
| Participation rate | 81.8% | 71.8%+10.0pp | 78.6%+3.2pp | 67.7%+14.2pp |
| Annual return | 13.46% | 16.73%-3.3pp | 70.21%-56.7pp | 35.67%-22.2pp |
| Employer contribution / active EE | $5,211 | $2,954+76.4% | $4,348+19.8% | $2,757+89.0% |
| Participant deferral / active EE | $7,749 | $4,476+73.1% | $6,035+28.4% | $4,300+80.2% |
| Admin fee / account holder | $7,202 | $8,221-12.4% | $12,696-43.3% | $6,925+4.0% |