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 | $83,299 | $135,956-38.7% | $123,894-32.8% | $273,972-69.6% |
| Participation rate | 94.1% | 84.1%+10.1pp | 81.4%+12.7pp | 83.0%+11.1pp |
| Annual return | 7.84% | 56.63%-48.8pp | 47.52%-39.7pp | 41.46%-33.6pp |
| Employer contribution / active EE | $9,189 | $5,170+77.7% | $4,617+99.0% | $4,869+88.7% |
| Participant deferral / active EE | $8,994 | $6,343+41.8% | $5,984+50.3% | $5,287+70.1% |
| Admin fee / account holder | $566 | $9,817-94.2% | $8,357-93.2% | $10,133-94.4% |