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 | $38,133 | $156,398-75.6% | $147,318-74.1% | $138,895-72.5% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 15.94% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $2,232 | $4,853-54.0% | $4,593-51.4% | $4,194-46.8% |
| Participant deferral / active EE | $7,893 | $8,237-4.2% | $7,906-0.2% | $6,396+23.4% |
| Admin fee / account holder | $2,326 | $14,976-84.5% | $13,708-83.0% | $12,562-81.5% |