Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $124,209 | $212,386-41.5% | $199,883-37.9% | $138,895-10.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 36.35% | 47.75%-11.4pp | 43.81%-7.5pp | 145.39%-109.0pp |
| Employer contribution / active EE | $10,752 | $6,625+62.3% | $6,261+71.7% | $4,194+156.3% |
| Participant deferral / active EE | $13,997 | $9,617+45.5% | $9,138+53.2% | $6,396+118.8% |
| Admin fee / account holder | $990 | $18,233-94.6% | $17,268-94.3% | $12,562-92.1% |