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 | $59,038 | $172,111-65.7% | $150,298-60.7% | $137,256-57.0% |
| Participation rate | 91.7% | 81.7%+10.0pp | 77.8%+13.9pp | 80.0%+11.7pp |
| Annual return | 14.55% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,660 | $4,636-42.6% | $4,154-36.0% | $4,156-36.0% |
| Participant deferral / active EE | $5,234 | $6,166-15.1% | $5,453-4.0% | $6,407-18.3% |
| Admin fee / account holder | $601 | $16,471-96.4% | $14,116-95.7% | $12,270-95.1% |