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 | $54,052 | $165,351-67.3% | $149,710-63.9% | $158,931-66.0% |
| Participation rate | 82.6% | 84.6%-2.0pp | 82.5%+0.1pp | 82.0%+0.6pp |
| Annual return | 10.66% | 348.19%-337.5pp | 276.63%-266.0pp | 302.86%-292.2pp |
| Employer contribution / active EE | $6,386 | $5,103+25.1% | $4,645+37.5% | $4,761+34.1% |
| Participant deferral / active EE | $7,521 | $7,181+4.7% | $6,842+9.9% | $5,982+25.7% |
| Admin fee / account holder | $1,506 | $10,807-86.1% | $9,309-83.8% | $11,247-86.6% |