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 | $106,674 | $183,516-41.9% | $155,534-31.4% | $145,884-26.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 12.68% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $4,114 | $5,315-22.6% | $4,675-12.0% | $4,662-11.8% |
| Participant deferral / active EE | $5,906 | $6,467-8.7% | $5,630+4.9% | $6,690-11.7% |
| Admin fee / account holder | $676 | $19,293-96.5% | $15,900-95.7% | $13,392-95.0% |