Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $94,633 | $77,901+21.5% | $149,717-36.8% | $75,181+25.9% |
| Participation rate | 80.6% | 65.6%+15.0pp | 78.8%+1.8pp | 67.2%+13.4pp |
| Annual return | 18.83% | 31.73%-12.9pp | 134.41%-115.6pp | 160.69%-141.9pp |
| Employer contribution / active EE | $5,679 | $3,137+81.0% | $4,820+17.8% | $2,671+112.6% |
| Participant deferral / active EE | $10,270 | $3,411+201.1% | $5,682+80.7% | $4,126+148.9% |
| Admin fee / account holder | $2,968 | $5,949-50.1% | $13,213-77.5% | $5,650-47.5% |