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 | $69,412 | $135,956-48.9% | $123,894-44.0% | $273,972-74.7% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 8.50% | 56.63%-48.1pp | 47.52%-39.0pp | 41.46%-33.0pp |
| Employer contribution / active EE | $3,231 | $5,170-37.5% | $4,617-30.0% | $4,869-33.6% |
| Participant deferral / active EE | $6,750 | $6,343+6.4% | $5,984+12.8% | $5,287+27.7% |
| Admin fee / account holder | $7,828 | $9,817-20.3% | $8,357-6.3% | $10,133-22.7% |