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 | $106,917 | $155,555-31.3% | $146,866-27.2% | $155,188-31.1% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.5%-1.6pp | 80.8%+0.1pp |
| Annual return | 14.56% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $4,068 | $4,647-12.4% | $4,425-8.1% | $4,248-4.2% |
| Participant deferral / active EE | $13,517 | $8,044+68.0% | $7,759+74.2% | $6,531+107.0% |
| Admin fee / account holder | $9,252 | $14,755-37.3% | $13,620-32.1% | $14,480-36.1% |