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 | $95,699 | $96,731-1.1% | $123,973-22.8% | $86,983+10.0% |
| Participation rate | 71.9% | 70.0%+1.9pp | 76.7%-4.8pp | 69.5%+2.3pp |
| Annual return | 19.91% | 17.33%+2.6pp | 388.13%-368.2pp | 25.83%-5.9pp |
| Employer contribution / active EE | $2,025 | $3,297-38.6% | $4,126-50.9% | $2,584-21.6% |
| Participant deferral / active EE | $3,416 | $4,152-17.7% | $5,247-34.9% | $4,194-18.5% |
| Admin fee / account holder | $2,001 | $8,722-77.1% | $11,799-83.0% | $7,856-74.5% |