Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $107,536 | $223,823-52.0% | $211,142-49.1% | $154,746-30.5% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 25.54% | 50.39%-24.9pp | 46.84%-21.3pp | 172.34%-146.8pp |
| Employer contribution / active EE | $4,069 | $6,787-40.0% | $6,442-36.8% | $4,379-7.1% |
| Participant deferral / active EE | $10,673 | $9,750+9.5% | $9,284+15.0% | $6,730+58.6% |
| Admin fee / account holder | $3,232 | $19,707-83.6% | $19,076-83.1% | $14,365-77.5% |