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 | $93,694 | $99,652-6.0% | $78,778+18.9% | $147,586-36.5% |
| Participation rate | 85.0% | 76.2%+8.8pp | 69.2%+15.8pp | 82.8%+2.2pp |
| Annual return | 18.40% | 47.28%-28.9pp | 35.62%-17.2pp | 578.59%-560.2pp |
| Employer contribution / active EE | $351 | $2,796-87.4% | $1,986-82.3% | $4,876-92.8% |
| Participant deferral / active EE | $2,093 | $3,664-42.9% | $2,958-29.3% | $5,439-61.5% |
| Admin fee / account holder | $2,160 | $7,155-69.8% | $5,134-57.9% | $10,886-80.2% |