Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $93,505 | $148,623-37.1% | $135,974-31.2% | $139,466-33.0% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 22.48% | 79.30%-56.8pp | 68.30%-45.8pp | 373.66%-351.2pp |
| Employer contribution / active EE | $3,791 | $5,246-27.7% | $4,859-22.0% | $4,754-20.2% |
| Participant deferral / active EE | $8,566 | $8,103+5.7% | $7,760+10.4% | $6,712+27.6% |
| Admin fee / account holder | $846 | $12,406-93.2% | $10,767-92.1% | $11,409-92.6% |