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 | $85,363 | $162,136-47.4% | $152,301-44.0% | $154,746-44.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.85% | 91.02%-76.2pp | 80.50%-65.7pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,466 | $4,890-49.6% | $4,624-46.7% | $4,379-43.7% |
| Participant deferral / active EE | $8,559 | $8,341+2.6% | $8,004+6.9% | $6,730+27.2% |
| Admin fee / account holder | $2,951 | $15,759-81.3% | $14,398-79.5% | $14,365-79.5% |