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 | $60,108 | $165,399-63.7% | $149,745-59.9% | $158,982-62.2% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.2pp |
| Annual return | 15.29% | 348.34%-333.0pp | 276.72%-261.4pp | 302.99%-287.7pp |
| Employer contribution / active EE | $6,478 | $5,105+26.9% | $4,646+39.4% | $4,763+36.0% |
| Participant deferral / active EE | $3,407 | $7,183-52.6% | $6,843-50.2% | $5,983-43.1% |
| Admin fee / account holder | $699 | $10,811-93.5% | $9,312-92.5% | $11,252-93.8% |