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 | $66,212 | $178,174-62.8% | $156,181-57.6% | $137,256-51.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 12.81% | 84.19%-71.4pp | 64.87%-52.1pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,728 | $4,972-25.0% | $4,294-13.2% | $4,156-10.3% |
| Participant deferral / active EE | $9,061 | $6,888+31.5% | $6,132+47.8% | $6,407+41.4% |
| Admin fee / account holder | $3,056 | $17,404-82.4% | $14,586-79.0% | $12,270-75.1% |