Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $95,948 | $87,132+10.1% | $105,624-9.2% | $80,959+18.5% |
| Participation rate | 76.0% | 70.4%+5.6pp | 75.3%+0.7pp | 67.7%+8.3pp |
| Annual return | 14.76% | 17.03%-2.3pp | 116.20%-101.4pp | 35.67%-20.9pp |
| Employer contribution / active EE | $5,776 | $2,397+141.0% | $3,168+82.4% | $2,757+109.5% |
| Participant deferral / active EE | $4,513 | $3,985+13.2% | $5,013-10.0% | $4,300+4.9% |
| Admin fee / account holder | $1,711 | $8,449-79.7% | $10,961-84.4% | $6,925-75.3% |