Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $87,306 | $154,228-43.4% | $145,433-40.0% | $137,256-36.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.44% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,088 | $4,804-35.7% | $4,554-32.2% | $4,156-25.7% |
| Participant deferral / active EE | $6,119 | $8,216-25.5% | $7,897-22.5% | $6,407-4.5% |
| Admin fee / account holder | $14,326 | $14,344-0.1% | $13,129+9.1% | $12,270+16.8% |