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 | $102,077 | $174,379-41.5% | $152,093-32.9% | $138,895-26.5% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 16.84% | 74.86%-58.0pp | 66.36%-49.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $2,144 | $4,652-53.9% | $4,175-48.6% | $4,194-48.9% |
| Participant deferral / active EE | $6,013 | $6,159-2.4% | $5,451+10.3% | $6,396-6.0% |
| Admin fee / account holder | $857 | $16,880-94.9% | $14,497-94.1% | $12,562-93.2% |