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 | $103,157 | $227,291-54.6% | $214,702-52.0% | $155,188-33.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 16.01% | 60.08%-44.1pp | 54.55%-38.5pp | 148.84%-132.8pp |
| Employer contribution / active EE | $7,122 | $6,772+5.2% | $6,461+10.2% | $4,248+67.7% |
| Participant deferral / active EE | $20,522 | $9,582+114.2% | $9,147+124.4% | $6,531+214.2% |
| Admin fee / account holder | $1,271 | $20,413-93.8% | $19,830-93.6% | $14,480-91.2% |