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 | $106,898 | $105,929+0.9% | $81,926+30.5% | $158,950-32.7% |
| Participation rate | 88.9% | 75.6%+13.3pp | 72.0%+16.9pp | 82.0%+6.9pp |
| Annual return | 17.28% | 38.19%-20.9pp | 29.49%-12.2pp | 302.91%-285.6pp |
| Employer contribution / active EE | $4,505 | $7,802-42.3% | $4,310+4.5% | $4,762-5.4% |
| Participant deferral / active EE | $6,218 | $13,007-52.2% | $7,108-12.5% | $5,983+3.9% |
| Admin fee / account holder | $808 | $8,492-90.5% | $5,159-84.3% | $11,248-92.8% |