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 | $96,406 | $97,648-1.3% | $121,663-20.8% | $87,485+10.2% |
| Participation rate | 85.7% | 70.5%+15.2pp | 74.5%+11.2pp | 68.9%+16.8pp |
| Annual return | 14.69% | 18.03%-3.3pp | 147.54%-132.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $784 | $2,300-65.9% | $3,020-74.0% | $2,596-69.8% |
| Participant deferral / active EE | $4,850 | $3,923+23.6% | $4,887-0.8% | $4,274+13.5% |
| Admin fee / account holder | $6,245 | $11,100-43.7% | $14,289-56.3% | $7,775-19.7% |