Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $117,012 | $114,119+2.5% | $107,187+9.2% | $138,895-15.8% |
| Participation rate | 86.4% | 78.1%+8.3pp | 75.0%+11.3pp | 79.9%+6.4pp |
| Annual return | 19.10% | 273.21%-254.1pp | 204.55%-185.4pp | 145.39%-126.3pp |
| Employer contribution / active EE | $4,644 | $4,059+14.4% | $3,782+22.8% | $4,194+10.7% |
| Participant deferral / active EE | $4,290 | $5,538-22.5% | $5,096-15.8% | $6,396-32.9% |
| Admin fee / account holder | $523 | $10,024-94.8% | $9,162-94.3% | $12,562-95.8% |