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 | $103,030 | $162,136-36.5% | $152,301-32.4% | $154,746-33.4% |
| Participation rate | 90.9% | 84.1%+6.8pp | 82.4%+8.5pp | 80.7%+10.2pp |
| Annual return | 19.95% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $4,811 | $4,890-1.6% | $4,624+4.0% | $4,379+9.9% |
| Participant deferral / active EE | $11,196 | $8,341+34.2% | $8,004+39.9% | $6,730+66.4% |
| Admin fee / account holder | $303 | $15,759-98.1% | $14,398-97.9% | $14,365-97.9% |