Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $101,516 | $212,386-52.2% | $199,883-49.2% | $138,895-26.9% |
| Participation rate | 72.7% | 87.4%-14.6pp | 86.8%-14.0pp | 79.9%-7.2pp |
| Annual return | 13.50% | 47.75%-34.2pp | 43.81%-30.3pp | 145.39%-131.9pp |
| Employer contribution / active EE | $6,140 | $6,625-7.3% | $6,261-1.9% | $4,194+46.4% |
| Participant deferral / active EE | $7,015 | $9,617-27.1% | $9,138-23.2% | $6,396+9.7% |
| Admin fee / account holder | $370 | $18,233-98.0% | $17,268-97.9% | $12,562-97.1% |