Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $105,490 | $117,895-10.5% | $102,460+3.0% | $145,897-27.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 15.50% | 31.92%-16.4pp | 29.47%-14.0pp | 552.29%-536.8pp |
| Employer contribution / active EE | $4,162 | $3,619+15.0% | $3,025+37.6% | $4,663-10.7% |
| Participant deferral / active EE | $7,058 | $5,736+23.0% | $5,056+39.6% | $6,689+5.5% |
| Admin fee / account holder | $384 | $13,353-97.1% | $9,460-95.9% | $13,390-97.1% |