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 | $108,608 | $162,785-33.3% | $133,959-18.9% | $158,950-31.7% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 17.87% | 41.94%-24.1pp | 45.09%-27.2pp | 302.91%-285.0pp |
| Employer contribution / active EE | $6,841 | $4,975+37.5% | $3,919+74.6% | $4,762+43.7% |
| Participant deferral / active EE | $5,486 | $5,910-7.2% | $5,047+8.7% | $5,983-8.3% |
| Admin fee / account holder | $4,100 | $11,738-65.1% | $8,928-54.1% | $11,248-63.6% |