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 | $100,445 | $154,228-34.9% | $145,433-30.9% | $137,256-26.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.63% | 74.59%-57.0pp | 66.58%-48.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $6,351 | $4,804+32.2% | $4,554+39.4% | $4,156+52.8% |
| Participant deferral / active EE | $10,540 | $8,216+28.3% | $7,897+33.5% | $6,407+64.5% |
| Admin fee / account holder | $5,535 | $14,344-61.4% | $13,129-57.8% | $12,270-54.9% |