Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $97,846 | $136,860-28.5% | $120,344-18.7% | $154,746-36.8% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 17.28% | 21.38%-4.1pp | 20.30%-3.0pp | 172.34%-155.1pp |
| Employer contribution / active EE | $6,240 | $3,533+76.6% | $3,020+106.6% | $4,379+42.5% |
| Participant deferral / active EE | $5,103 | $5,793-11.9% | $5,135-0.6% | $6,730-24.2% |
| Admin fee / account holder | $3,376 | $15,393-78.1% | $12,742-73.5% | $14,365-76.5% |