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 | $111,766 | $178,174-37.3% | $156,181-28.4% | $137,256-18.6% |
| Participation rate | 82.6% | 82.0%+0.6pp | 78.8%+3.8pp | 80.0%+2.6pp |
| Annual return | 14.49% | 84.19%-69.7pp | 64.87%-50.4pp | 220.34%-205.9pp |
| Employer contribution / active EE | $3,116 | $4,972-37.3% | $4,294-27.4% | $4,156-25.0% |
| Participant deferral / active EE | $4,884 | $6,888-29.1% | $6,132-20.4% | $6,407-23.8% |
| Admin fee / account holder | $3,983 | $17,404-77.1% | $14,586-72.7% | $12,270-67.5% |