Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $99,721 | $99,053+0.7% | $88,179+13.1% | $138,895-28.2% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.1%+16.6pp | 79.9%+5.8pp |
| Annual return | 15.99% | 78.17%-62.2pp | 64.97%-49.0pp | 145.39%-129.4pp |
| Employer contribution / active EE | $2,143 | $2,882-25.6% | $2,549-15.9% | $4,194-48.9% |
| Participant deferral / active EE | $5,181 | $5,225-0.8% | $4,614+12.3% | $6,396-19.0% |
| Admin fee / account holder | $765 | $8,748-91.3% | $7,673-90.0% | $12,562-93.9% |