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 | $211,288-62.0% | $178,540-55.0% | $145,884-44.9% |
| Participation rate | 95.5% | 80.8%+14.6pp | 77.1%+18.3pp | 80.3%+15.2pp |
| Annual return | 20.60% | 30.27%-9.7pp | 27.15%-6.5pp | 551.85%-531.2pp |
| Employer contribution / active EE | $6,003 | $4,574+31.2% | $3,953+51.9% | $4,662+28.8% |
| Participant deferral / active EE | $3,596 | $6,967-48.4% | $6,281-42.7% | $6,690-46.2% |
| Admin fee / account holder | $513 | $12,105-95.8% | $10,424-95.1% | $13,392-96.2% |