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 | $97,465 | $172,111-43.4% | $150,298-35.2% | $137,256-29.0% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 22.14% | 69.37%-47.2pp | 62.79%-40.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $1,437 | $4,636-69.0% | $4,154-65.4% | $4,156-65.4% |
| Participant deferral / active EE | $3,446 | $6,166-44.1% | $5,453-36.8% | $6,407-46.2% |
| Admin fee / account holder | $612 | $16,471-96.3% | $14,116-95.7% | $12,270-95.0% |