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 | $71,903 | $55,902+28.6% | $76,030-5.4% | $80,959-11.2% |
| Participation rate | 93.8% | 62.1%+31.8pp | 69.1%+24.8pp | 67.7%+26.2pp |
| Annual return | 13.78% | 20.59%-6.8pp | 361.54%-347.8pp | 35.67%-21.9pp |
| Employer contribution / active EE | $3,950 | $1,867+111.6% | $2,688+47.0% | $2,757+43.3% |
| Participant deferral / active EE | $9,097 | $3,051+198.2% | $4,257+113.7% | $4,300+111.5% |
| Admin fee / account holder | $5,798 | $5,239+10.7% | $6,421-9.7% | $6,925-16.3% |