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 | $71,832 | $152,592-52.9% | $125,180-42.6% | $152,885-53.0% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.5%+0.9pp |
| Annual return | 16.85% | 54.84%-38.0pp | 43.79%-26.9pp | 345.39%-328.5pp |
| Employer contribution / active EE | $3,066 | $4,947-38.0% | $3,866-20.7% | $4,763-35.6% |
| Participant deferral / active EE | $7,118 | $5,868+21.3% | $4,937+44.2% | $5,851+21.7% |
| Admin fee / account holder | $1,710 | $13,435-87.3% | $9,703-82.4% | $11,598-85.3% |