Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $80,403 | $156,398-48.6% | $147,318-45.4% | $138,895-42.1% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 14.32% | 78.75%-64.4pp | 70.43%-56.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $2,853 | $4,853-41.2% | $4,593-37.9% | $4,194-32.0% |
| Participant deferral / active EE | $6,658 | $8,237-19.2% | $7,906-15.8% | $6,396+4.1% |
| Admin fee / account holder | $14,912 | $14,976-0.4% | $13,708+8.8% | $12,562+18.7% |