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 | $100,074 | $156,398-36.0% | $147,318-32.1% | $138,895-27.9% |
| Participation rate | 90.9% | 83.8%+7.2pp | 82.1%+8.8pp | 79.9%+11.0pp |
| Annual return | 21.00% | 78.75%-57.8pp | 70.43%-49.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $14,673 | $4,853+202.3% | $4,593+219.5% | $4,194+249.8% |
| Participant deferral / active EE | $9,430 | $8,237+14.5% | $7,906+19.3% | $6,396+47.4% |
| Admin fee / account holder | $606 | $14,976-96.0% | $13,708-95.6% | $12,562-95.2% |