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 | $61,534 | $178,174-65.5% | $156,181-60.6% | $137,256-55.2% |
| Participation rate | 94.7% | 82.0%+12.7pp | 78.8%+15.9pp | 80.0%+14.8pp |
| Annual return | 15.64% | 84.19%-68.5pp | 64.87%-49.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $3,419 | $4,972-31.2% | $4,294-20.4% | $4,156-17.7% |
| Participant deferral / active EE | $7,832 | $6,888+13.7% | $6,132+27.7% | $6,407+22.2% |
| Admin fee / account holder | $325 | $17,404-98.1% | $14,586-97.8% | $12,270-97.4% |