Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $106,597 | $154,228-30.9% | $145,433-26.7% | $137,256-22.3% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 14.40% | 74.59%-60.2pp | 66.58%-52.2pp | 220.34%-205.9pp |
| Employer contribution / active EE | $20,246 | $4,804+321.4% | $4,554+344.5% | $4,156+387.1% |
| Participant deferral / active EE | $10,024 | $8,216+22.0% | $7,897+26.9% | $6,407+56.5% |
| Admin fee / account holder | $1,098 | $14,344-92.3% | $13,129-91.6% | $12,270-91.1% |