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 | $92,538 | $77,908+18.8% | $149,696-38.2% | $75,173+23.1% |
| Participation rate | 96.2% | 65.6%+30.6pp | 78.8%+17.4pp | 67.2%+29.0pp |
| Annual return | 19.50% | 31.73%-12.2pp | 134.46%-115.0pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,905 | $3,138-39.3% | $4,821-60.5% | $2,671-28.7% |
| Participant deferral / active EE | $5,000 | $3,411+46.6% | $5,682-12.0% | $4,126+21.2% |
| Admin fee / account holder | $489 | $5,950-91.8% | $13,212-96.3% | $5,651-91.3% |