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 | $97,001 | $106,247-8.7% | $96,515+0.5% | $139,466-30.4% |
| Participation rate | 81.8% | 77.8%+4.0pp | 74.3%+7.5pp | 80.3%+1.5pp |
| Annual return | 16.79% | 38.47%-21.7pp | 35.73%-18.9pp | 373.66%-356.9pp |
| Employer contribution / active EE | $1,909 | $4,106-53.5% | $3,740-49.0% | $4,754-59.9% |
| Participant deferral / active EE | $5,143 | $5,456-5.7% | $4,880+5.4% | $6,712-23.4% |
| Admin fee / account holder | $13,584 | $7,885+72.3% | $6,735+101.7% | $11,409+19.1% |