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 | $97,011 | $185,312-47.6% | $161,489-39.9% | $154,746-37.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 20.81% | 103.84%-83.0pp | 89.72%-68.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $1,885 | $4,769-60.5% | $4,268-55.8% | $4,379-57.0% |
| Participant deferral / active EE | $12,525 | $6,350+97.2% | $5,630+122.5% | $6,730+86.1% |
| Admin fee / account holder | $858 | $18,654-95.4% | $16,006-94.6% | $14,365-94.0% |