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 | $66,693 | $91,559-27.2% | $133,978-50.2% | $79,856-16.5% |
| Participation rate | 71.4% | 73.3%-1.9pp | 79.8%-8.4pp | 69.6%+1.8pp |
| Annual return | 20.18% | 61.85%-41.7pp | 45.10%-24.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $3,154 | $2,384+32.3% | $3,919-19.5% | $2,471+27.6% |
| Participant deferral / active EE | $6,709 | $3,734+79.7% | $5,047+32.9% | $3,741+79.4% |
| Admin fee / account holder | $420 | $6,321-93.4% | $8,930-95.3% | $5,306-92.1% |