Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $102,412 | $162,136-36.8% | $152,301-32.8% | $154,746-33.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.29% | 91.02%-75.7pp | 80.50%-65.2pp | 172.34%-157.0pp |
| Employer contribution / active EE | $6,929 | $4,890+41.7% | $4,624+49.8% | $4,379+58.2% |
| Participant deferral / active EE | $18,859 | $8,341+126.1% | $8,004+135.6% | $6,730+180.2% |
| Admin fee / account holder | $3,087 | $15,759-80.4% | $14,398-78.6% | $14,365-78.5% |