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 | $97,115 | $162,785-40.3% | $133,959-27.5% | $158,950-38.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 11.59% | 41.94%-30.4pp | 45.09%-33.5pp | 302.91%-291.3pp |
| Employer contribution / active EE | $4,085 | $4,975-17.9% | $3,919+4.2% | $4,762-14.2% |
| Participant deferral / active EE | $8,623 | $5,910+45.9% | $5,047+70.9% | $5,983+44.1% |
| Admin fee / account holder | $994 | $11,738-91.5% | $8,928-88.9% | $11,248-91.2% |