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 | $98,094 | $172,111-43.0% | $150,298-34.7% | $137,256-28.5% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 18.85% | 69.37%-50.5pp | 62.79%-43.9pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,544 | $4,636-23.6% | $4,154-14.7% | $4,156-14.7% |
| Participant deferral / active EE | $6,294 | $6,166+2.1% | $5,453+15.4% | $6,407-1.8% |
| Admin fee / account holder | $8,085 | $16,471-50.9% | $14,116-42.7% | $12,270-34.1% |