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 | $59,399 | $81,208-26.9% | $98,920-40.0% | $79,852-25.6% |
| Participation rate | 86.8% | 72.5%+14.3pp | 76.0%+10.7pp | 69.6%+17.1pp |
| Annual return | 20.58% | 60.99%-40.4pp | 196.47%-175.9pp | 31.72%-11.1pp |
| Employer contribution / active EE | $2,438 | $1,960+24.4% | $2,689-9.3% | $2,471-1.3% |
| Participant deferral / active EE | $5,865 | $3,265+79.6% | $4,245+38.2% | $3,740+56.8% |
| Admin fee / account holder | $988 | $6,013-83.6% | $6,643-85.1% | $5,306-81.4% |