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 | $83,580 | $58,828+42.1% | $78,002+7.2% | $62,881+32.9% |
| Participation rate | 78.5% | 71.1%+7.4pp | 75.5%+2.9pp | 69.3%+9.2pp |
| Annual return | 7.58% | 17.16%-9.6pp | 425.99%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,112 | $1,672-33.5% | $2,470-55.0% | $2,281-51.3% |
| Participant deferral / active EE | $7,734 | $2,686+188.0% | $3,497+121.2% | $3,203+141.5% |
| Admin fee / account holder | $3,290 | $4,393-25.1% | $5,481-40.0% | $4,296-23.4% |