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 | $93,215 | $84,236+10.7% | $170,435-45.3% | $70,126+32.9% |
| Participation rate | 79.5% | 70.8%+8.7pp | 83.6%-4.1pp | 69.5%+9.9pp |
| Annual return | 13.72% | 23.06%-9.3pp | 205.94%-192.2pp | 73.15%-59.4pp |
| Employer contribution / active EE | $1,909 | $3,387-43.6% | $5,432-64.9% | $2,343-18.5% |
| Participant deferral / active EE | $3,089 | $3,086+0.1% | $4,939-37.5% | $3,332-7.3% |
| Admin fee / account holder | $605 | $5,698-89.4% | $13,881-95.6% | $4,645-87.0% |