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 | $73,600 | $183,627-59.9% | $155,602-52.7% | $145,978-49.6% |
| Participation rate | 86.4% | 82.7%+3.7pp | 78.2%+8.2pp | 80.3%+6.1pp |
| Annual return | 12.64% | 61.32%-48.7pp | 64.81%-52.2pp | 550.52%-537.9pp |
| Employer contribution / active EE | $1,835 | $5,316-65.5% | $4,675-60.8% | $4,662-60.6% |
| Participant deferral / active EE | $6,772 | $6,466+4.7% | $5,629+20.3% | $6,690+1.2% |
| Admin fee / account holder | $588 | $19,327-97.0% | $15,923-96.3% | $13,400-95.6% |