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 | $108,164 | $93,598+15.6% | $135,974-20.5% | $75,173+43.9% |
| Participation rate | 96.2% | 75.2%+21.0pp | 81.9%+14.3pp | 67.2%+29.0pp |
| Annual return | 22.92% | 30.89%-8.0pp | 68.30%-45.4pp | 160.72%-137.8pp |
| Employer contribution / active EE | $8,276 | $3,538+133.9% | $4,859+70.3% | $2,671+209.9% |
| Participant deferral / active EE | $18,240 | $6,405+184.8% | $7,760+135.1% | $4,126+342.1% |
| Admin fee / account holder | $3,970 | $6,978-43.1% | $10,767-63.1% | $5,651-29.7% |