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 | $88,782 | $106,280-16.5% | $96,538-8.0% | $139,487-36.4% |
| Participation rate | 82.6% | 77.8%+4.8pp | 74.3%+8.3pp | 80.3%+2.3pp |
| Annual return | 28.67% | 38.48%-9.8pp | 35.74%-7.1pp | 373.84%-345.2pp |
| Employer contribution / active EE | $12,074 | $4,107+194.0% | $3,740+222.8% | $4,755+153.9% |
| Participant deferral / active EE | $6,158 | $5,457+12.8% | $4,880+26.2% | $6,713-8.3% |
| Admin fee / account holder | $3,281 | $7,888-58.4% | $6,737-51.3% | $11,407-71.2% |