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 | $107,614 | $165,381-34.9% | $149,730-28.1% | $158,966-32.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 19.12% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.8pp |
| Employer contribution / active EE | $3,521 | $5,104-31.0% | $4,645-24.2% | $4,762-26.1% |
| Participant deferral / active EE | $10,800 | $7,182+50.4% | $6,843+57.8% | $5,983+80.5% |
| Admin fee / account holder | $1,884 | $10,809-82.6% | $9,310-79.8% | $11,250-83.3% |