Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $107,229 | $156,398-31.4% | $147,318-27.2% | $138,895-22.8% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 17.03% | 78.75%-61.7pp | 70.43%-53.4pp | 145.39%-128.4pp |
| Employer contribution / active EE | $2,855 | $4,853-41.2% | $4,593-37.8% | $4,194-31.9% |
| Participant deferral / active EE | $13,789 | $8,237+67.4% | $7,906+74.4% | $6,396+115.6% |
| Admin fee / account holder | $7,843 | $14,976-47.6% | $13,708-42.8% | $12,562-37.6% |