Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $106,211 | $154,228-31.1% | $145,433-27.0% | $137,256-22.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.21% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $4,592 | $4,804-4.4% | $4,554+0.8% | $4,156+10.5% |
| Participant deferral / active EE | $7,415 | $8,216-9.8% | $7,897-6.1% | $6,407+15.7% |
| Admin fee / account holder | $2,662 | $14,344-81.4% | $13,129-79.7% | $12,270-78.3% |