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 | $97,664 | $162,136-39.8% | $152,301-35.9% | $154,746-36.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.25% | 91.02%-74.8pp | 80.50%-64.3pp | 172.34%-156.1pp |
| Employer contribution / active EE | $4,717 | $4,890-3.5% | $4,624+2.0% | $4,379+7.7% |
| Participant deferral / active EE | $12,092 | $8,341+45.0% | $8,004+51.1% | $6,730+79.7% |
| Admin fee / account holder | $11,484 | $15,759-27.1% | $14,398-20.2% | $14,365-20.1% |