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 | $165,351-63.6% | $149,710-59.8% | $158,931-62.2% |
| Participation rate | 84.2% | 84.6%-0.4pp | 82.5%+1.7pp | 82.0%+2.3pp |
| Annual return | 15.29% | 348.19%-332.9pp | 276.63%-261.3pp | 302.86%-287.6pp |
| Employer contribution / active EE | $6,478 | $5,103+26.9% | $4,645+39.5% | $4,761+36.1% |
| Participant deferral / active EE | $3,407 | $7,181-52.6% | $6,842-50.2% | $5,982-43.1% |
| Admin fee / account holder | $699 | $10,807-93.5% | $9,309-92.5% | $11,247-93.8% |