Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $100,399 | $174,379-42.4% | $152,093-34.0% | $138,895-27.7% |
| Participation rate | 91.7% | 81.6%+10.0pp | 77.8%+13.9pp | 79.9%+11.7pp |
| Annual return | 12.56% | 74.86%-62.3pp | 66.36%-53.8pp | 145.39%-132.8pp |
| Employer contribution / active EE | $10,079 | $4,652+116.7% | $4,175+141.4% | $4,194+140.3% |
| Participant deferral / active EE | $5,988 | $6,159-2.8% | $5,451+9.8% | $6,396-6.4% |
| Admin fee / account holder | $966 | $16,880-94.3% | $14,497-93.3% | $12,562-92.3% |