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 | $100,650 | $185,312-45.7% | $161,489-37.7% | $154,746-35.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 14.44% | 103.84%-89.4pp | 89.72%-75.3pp | 172.34%-157.9pp |
| Employer contribution / active EE | $10,648 | $4,769+123.3% | $4,268+149.5% | $4,379+143.2% |
| Participant deferral / active EE | $10,293 | $6,350+62.1% | $5,630+82.8% | $6,730+52.9% |
| Admin fee / account holder | $698 | $18,654-96.3% | $16,006-95.6% | $14,365-95.1% |