Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $119,975 | $155,555-22.9% | $146,866-18.3% | $155,188-22.7% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 20.06% | 115.41%-95.4pp | 102.85%-82.8pp | 148.84%-128.8pp |
| Employer contribution / active EE | $3,519 | $4,647-24.3% | $4,425-20.5% | $4,248-17.2% |
| Participant deferral / active EE | $3,500 | $8,044-56.5% | $7,759-54.9% | $6,531-46.4% |
| Admin fee / account holder | $478 | $14,755-96.8% | $13,620-96.5% | $14,480-96.7% |