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 | $74,462 | $156,398-52.4% | $147,318-49.5% | $138,895-46.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 20.35% | 78.75%-58.4pp | 70.43%-50.1pp | 145.39%-125.0pp |
| Employer contribution / active EE | $4,716 | $4,853-2.8% | $4,593+2.7% | $4,194+12.4% |
| Participant deferral / active EE | $12,332 | $8,237+49.7% | $7,906+56.0% | $6,396+92.8% |
| Admin fee / account holder | $3,028 | $14,976-79.8% | $13,708-77.9% | $12,562-75.9% |