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 | $107,558 | $185,312-42.0% | $161,489-33.4% | $154,746-30.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 31.20% | 103.84%-72.6pp | 89.72%-58.5pp | 172.34%-141.1pp |
| Employer contribution / active EE | $4,613 | $4,769-3.3% | $4,268+8.1% | $4,379+5.3% |
| Participant deferral / active EE | $9,663 | $6,350+52.2% | $5,630+71.6% | $6,730+43.6% |
| Admin fee / account holder | $5,469 | $18,654-70.7% | $16,006-65.8% | $14,365-61.9% |