Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $81,095 | $89,259-9.1% | $107,187-24.3% | $82,637-1.9% |
| Participation rate | 92.3% | 67.9%+24.4pp | 75.0%+17.3pp | 68.1%+24.3pp |
| Annual return | 25.68% | 21.02%+4.7pp | 204.55%-178.9pp | 53.51%-27.8pp |
| Employer contribution / active EE | $4,136 | $3,080+34.3% | $3,782+9.3% | $2,552+62.1% |
| Participant deferral / active EE | $8,983 | $4,037+122.5% | $5,096+76.3% | $4,126+117.7% |
| Admin fee / account holder | $1,501 | $7,381-79.7% | $9,162-83.6% | $7,339-79.6% |