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 | $91,710 | $174,379-47.4% | $152,093-39.7% | $138,895-34.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 27.56% | 74.86%-47.3pp | 66.36%-38.8pp | 145.39%-117.8pp |
| Employer contribution / active EE | $2,612 | $4,652-43.8% | $4,175-37.4% | $4,194-37.7% |
| Participant deferral / active EE | $12,962 | $6,159+110.4% | $5,451+137.8% | $6,396+102.6% |
| Admin fee / account holder | $1,537 | $16,880-90.9% | $14,497-89.4% | $12,562-87.8% |