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 | $92,857 | $90,486+2.6% | $78,676+18.0% | $273,972-66.1% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 3.89% | 75.62%-71.7pp | 62.19%-58.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $1,860 | $3,175-41.4% | $2,850-34.7% | $4,869-61.8% |
| Participant deferral / active EE | $3,717 | $3,901-4.7% | $3,517+5.7% | $5,287-29.7% |
| Admin fee / account holder | $1,891 | $5,263-64.1% | $4,510-58.1% | $10,133-81.3% |