Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $115,844 | $156,398-25.9% | $147,318-21.4% | $138,895-16.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 20.34% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $8,794 | $4,853+81.2% | $4,593+91.5% | $4,194+109.7% |
| Participant deferral / active EE | $14,729 | $8,237+78.8% | $7,906+86.3% | $6,396+130.3% |
| Admin fee / account holder | $10,803 | $14,976-27.9% | $13,708-21.2% | $12,562-14.0% |