Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $90,212 | $114,119-20.9% | $107,187-15.8% | $138,895-35.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 79.9%-9.9pp |
| Annual return | 18.94% | 273.21%-254.3pp | 204.55%-185.6pp | 145.39%-126.5pp |
| Employer contribution / active EE | $3,198 | $4,059-21.2% | $3,782-15.4% | $4,194-23.7% |
| Participant deferral / active EE | $12,908 | $5,538+133.1% | $5,096+153.3% | $6,396+101.8% |
| Admin fee / account holder | $537 | $10,024-94.6% | $9,162-94.1% | $12,562-95.7% |