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 | $92,331 | $180,028-48.7% | $138,135-33.2% | $158,966-41.9% |
| Participation rate | 90.9% | 82.2%+8.7pp | 78.7%+12.2pp | 82.0%+8.9pp |
| Annual return | 14.71% | 21.68%-7.0pp | 20.51%-5.8pp | 302.95%-288.2pp |
| Employer contribution / active EE | $2,010 | $7,470-73.1% | $5,587-64.0% | $4,762-57.8% |
| Participant deferral / active EE | $6,453 | $7,717-16.4% | $6,431+0.3% | $5,983+7.9% |
| Admin fee / account holder | $59,803 | $17,912+233.9% | $11,856+404.4% | $11,250+431.6% |