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 | $96,314 | $156,398-38.4% | $147,318-34.6% | $138,895-30.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.99% | 78.75%-59.8pp | 70.43%-51.4pp | 145.39%-126.4pp |
| Employer contribution / active EE | $7,428 | $4,853+53.0% | $4,593+61.7% | $4,194+77.1% |
| Participant deferral / active EE | $7,722 | $8,237-6.3% | $7,906-2.3% | $6,396+20.7% |
| Admin fee / account holder | $3,208 | $14,976-78.6% | $13,708-76.6% | $12,562-74.5% |