Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $68,813 | $156,398-56.0% | $147,318-53.3% | $138,895-50.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.08% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $4,314 | $4,853-11.1% | $4,593-6.1% | $4,194+2.9% |
| Participant deferral / active EE | $10,115 | $8,237+22.8% | $7,906+27.9% | $6,396+58.1% |
| Admin fee / account holder | $934 | $14,976-93.8% | $13,708-93.2% | $12,562-92.6% |