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 | $108,061 | $174,379-38.0% | $152,093-29.0% | $138,895-22.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 18.01% | 74.86%-56.8pp | 66.36%-48.3pp | 145.39%-127.4pp |
| Employer contribution / active EE | $2,557 | $4,652-45.0% | $4,175-38.7% | $4,194-39.0% |
| Participant deferral / active EE | $9,001 | $6,159+46.1% | $5,451+65.1% | $6,396+40.7% |
| Admin fee / account holder | $2,020 | $16,880-88.0% | $14,497-86.1% | $12,562-83.9% |