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 | $103,893 | $99,053+4.9% | $88,179+17.8% | $138,895-25.2% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.1%+9.8pp | 79.9%-1.0pp |
| Annual return | 18.16% | 78.17%-60.0pp | 64.97%-46.8pp | 145.39%-127.2pp |
| Employer contribution / active EE | $4,051 | $2,882+40.5% | $2,549+58.9% | $4,194-3.4% |
| Participant deferral / active EE | $7,540 | $5,225+44.3% | $4,614+63.4% | $6,396+17.9% |
| Admin fee / account holder | $20,201 | $8,748+130.9% | $7,673+163.3% | $12,562+60.8% |