Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,385 | $115,225-33.7% | $100,712-24.2% | $138,895-45.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 18.91% | 40.35%-21.4pp | 33.27%-14.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $5,407 | $2,771+95.1% | $2,313+133.8% | $4,194+28.9% |
| Participant deferral / active EE | $6,868 | $4,699+46.1% | $4,085+68.1% | $6,396+7.4% |
| Admin fee / account holder | $1,548 | $10,844-85.7% | $9,256-83.3% | $12,562-87.7% |