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 | $89,785 | $100,003-10.2% | $146,685-38.8% | $85,856+4.6% |
| Participation rate | 89.3% | 73.1%+16.2pp | 80.1%+9.2pp | 69.3%+20.0pp |
| Annual return | 12.73% | 18.93%-6.2pp | 22.75%-10.0pp | 318.58%-305.9pp |
| Employer contribution / active EE | $2,505 | $2,559-2.1% | $4,137-39.5% | $2,565-2.4% |
| Participant deferral / active EE | $6,639 | $4,006+65.7% | $5,507+20.6% | $3,952+68.0% |
| Admin fee / account holder | $5,569 | $7,704-27.7% | $10,281-45.8% | $6,261-11.0% |