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 | $92,083 | $154,228-40.3% | $145,433-36.7% | $137,256-32.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.57% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $3,431 | $4,804-28.6% | $4,554-24.7% | $4,156-17.4% |
| Participant deferral / active EE | $10,885 | $8,216+32.5% | $7,897+37.8% | $6,407+69.9% |
| Admin fee / account holder | $2,340 | $14,344-83.7% | $13,129-82.2% | $12,270-80.9% |