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 | $88,641 | $61,125+45.0% | $94,057-5.8% | $87,485+1.3% |
| Participation rate | 96.7% | 64.1%+32.6pp | 73.3%+23.3pp | 68.9%+27.7pp |
| Annual return | 21.22% | 35.20%-14.0pp | 480.62%-459.4pp | 26.06%-4.8pp |
| Employer contribution / active EE | $2,966 | $2,136+38.8% | $2,933+1.1% | $2,596+14.2% |
| Participant deferral / active EE | $10,084 | $3,260+209.3% | $4,709+114.1% | $4,274+136.0% |
| Admin fee / account holder | $1,443 | $5,629-74.4% | $7,244-80.1% | $7,775-81.4% |