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 | $87,382 | $156,398-44.1% | $147,318-40.7% | $138,895-37.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 22.95% | 78.75%-55.8pp | 70.43%-47.5pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,449 | $4,853-49.5% | $4,593-46.7% | $4,194-41.6% |
| Participant deferral / active EE | $9,423 | $8,237+14.4% | $7,906+19.2% | $6,396+47.3% |
| Admin fee / account holder | $1,151 | $14,976-92.3% | $13,708-91.6% | $12,562-90.8% |