Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $62,448 | $154,228-59.5% | $145,433-57.1% | $137,256-54.5% |
| Participation rate | 70.6% | 83.8%-13.2pp | 82.1%-11.5pp | 80.0%-9.4pp |
| Annual return | 12.93% | 74.59%-61.7pp | 66.58%-53.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,335 | $4,804-72.2% | $4,554-70.7% | $4,156-67.9% |
| Participant deferral / active EE | $3,340 | $8,216-59.3% | $7,897-57.7% | $6,407-47.9% |
| Admin fee / account holder | $1,017 | $14,344-92.9% | $13,129-92.3% | $12,270-91.7% |