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 | $80,326 | $211,239-62.0% | $178,528-55.0% | $145,877-44.9% |
| Participation rate | 95.5% | 80.8%+14.7pp | 77.1%+18.4pp | 80.3%+15.2pp |
| Annual return | 20.60% | 30.22%-9.6pp | 27.11%-6.5pp | 551.28%-530.7pp |
| Employer contribution / active EE | $6,003 | $4,570+31.3% | $3,950+52.0% | $4,663+28.7% |
| Participant deferral / active EE | $3,596 | $6,963-48.4% | $6,278-42.7% | $6,691-46.3% |
| Admin fee / account holder | $513 | $12,095-95.8% | $10,419-95.1% | $13,402-96.2% |