Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $88,701 | $108,825-18.5% | $156,181-43.2% | $82,448+7.6% |
| Participation rate | 93.5% | 72.4%+21.1pp | 78.8%+14.7pp | 68.1%+25.4pp |
| Annual return | 33.23% | 20.59%+12.6pp | 64.87%-31.6pp | 41.64%-8.4pp |
| Employer contribution / active EE | $5,704 | $2,870+98.7% | $4,294+32.8% | $2,551+123.6% |
| Participant deferral / active EE | $16,621 | $4,577+263.1% | $6,132+171.0% | $4,139+301.6% |
| Admin fee / account holder | $6,172 | $9,341-33.9% | $14,586-57.7% | $7,234-14.7% |