Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,409 | $114,119-47.9% | $107,187-44.6% | $138,895-57.2% |
| Participation rate | 82.6% | 78.1%+4.5pp | 75.0%+7.6pp | 79.9%+2.7pp |
| Annual return | 15.09% | 273.21%-258.1pp | 204.55%-189.5pp | 145.39%-130.3pp |
| Employer contribution / active EE | $3,664 | $4,059-9.7% | $3,782-3.1% | $4,194-12.7% |
| Participant deferral / active EE | $5,985 | $5,538+8.1% | $5,096+17.4% | $6,396-6.4% |
| Admin fee / account holder | $521 | $10,024-94.8% | $9,162-94.3% | $12,562-95.9% |