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 | $112,946 | $223,823-49.5% | $211,142-46.5% | $154,746-27.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 11.95% | 50.39%-38.4pp | 46.84%-34.9pp | 172.34%-160.4pp |
| Employer contribution / active EE | $2,325 | $6,787-65.7% | $6,442-63.9% | $4,379-46.9% |
| Participant deferral / active EE | $11,684 | $9,750+19.8% | $9,284+25.8% | $6,730+73.6% |
| Admin fee / account holder | $1,501 | $19,707-92.4% | $19,076-92.1% | $14,365-89.6% |