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 | $89,376 | $156,398-42.9% | $147,318-39.3% | $138,895-35.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.03% | 78.75%-62.7pp | 70.43%-54.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $4,361 | $4,853-10.1% | $4,593-5.0% | $4,194+4.0% |
| Participant deferral / active EE | $7,547 | $8,237-8.4% | $7,906-4.5% | $6,396+18.0% |
| Admin fee / account holder | $561 | $14,976-96.3% | $13,708-95.9% | $12,562-95.5% |