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 | $84,376 | $81,276+3.8% | $155,574-45.8% | $80,925+4.3% |
| Participation rate | 90.0% | 66.2%+23.8pp | 78.2%+11.8pp | 67.7%+22.3pp |
| Annual return | 10.70% | 33.36%-22.7pp | 64.87%-54.2pp | 35.65%-24.9pp |
| Employer contribution / active EE | $9,922 | $3,103+219.8% | $4,676+112.2% | $2,756+260.0% |
| Participant deferral / active EE | $4,512 | $3,453+30.7% | $5,629-19.8% | $4,299+5.0% |
| Admin fee / account holder | $1,919 | $7,993-76.0% | $15,914-87.9% | $6,940-72.4% |