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 | $120,870 | $185,312-34.8% | $161,489-25.2% | $154,746-21.9% |
| Participation rate | 92.9% | 82.5%+10.4pp | 78.7%+14.2pp | 80.7%+12.2pp |
| Annual return | 22.46% | 103.84%-81.4pp | 89.72%-67.3pp | 172.34%-149.9pp |
| Employer contribution / active EE | $2,189 | $4,769-54.1% | $4,268-48.7% | $4,379-50.0% |
| Participant deferral / active EE | $5,483 | $6,350-13.7% | $5,630-2.6% | $6,730-18.5% |
| Admin fee / account holder | $3,126 | $18,654-83.2% | $16,006-80.5% | $14,365-78.2% |