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 | $102,254 | $197,637-48.3% | $177,848-42.5% | $158,982-35.7% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 26.07% | 58.77%-32.7pp | 48.33%-22.3pp | 302.99%-276.9pp |
| Employer contribution / active EE | $3,341 | $6,698-50.1% | $5,919-43.5% | $4,763-29.9% |
| Participant deferral / active EE | $7,800 | $8,405-7.2% | $7,714+1.1% | $5,983+30.4% |
| Admin fee / account holder | $2,693 | $15,406-82.5% | $12,431-78.3% | $11,252-76.1% |