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 | $92,156 | $162,136-43.2% | $152,301-39.5% | $154,746-40.4% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 15.58% | 91.02%-75.4pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $4,296 | $4,890-12.1% | $4,624-7.1% | $4,379-1.9% |
| Participant deferral / active EE | $10,300 | $8,341+23.5% | $8,004+28.7% | $6,730+53.0% |
| Admin fee / account holder | $504 | $15,759-96.8% | $14,398-96.5% | $14,365-96.5% |