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 | $71,419 | $162,821-56.1% | $133,978-46.7% | $158,982-55.1% |
| Participation rate | 95.2% | 83.2%+12.0pp | 79.8%+15.4pp | 82.0%+13.3pp |
| Annual return | 15.38% | 41.95%-26.6pp | 45.10%-29.7pp | 302.99%-287.6pp |
| Employer contribution / active EE | $3,040 | $4,976-38.9% | $3,919-22.4% | $4,763-36.2% |
| Participant deferral / active EE | $6,311 | $5,910+6.8% | $5,047+25.0% | $5,983+5.5% |
| Admin fee / account holder | $528 | $11,742-95.5% | $8,930-94.1% | $11,252-95.3% |