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 | $106,116 | $154,228-31.2% | $145,433-27.0% | $137,256-22.7% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 23.94% | 74.59%-50.7pp | 66.58%-42.6pp | 220.34%-196.4pp |
| Employer contribution / active EE | $3,379 | $4,804-29.7% | $4,554-25.8% | $4,156-18.7% |
| Participant deferral / active EE | $10,611 | $8,216+29.1% | $7,897+34.4% | $6,407+65.6% |
| Admin fee / account holder | $404 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |