Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $53,538 | $154,228-65.3% | $145,433-63.2% | $137,256-61.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 14.57% | 74.59%-60.0pp | 66.58%-52.0pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,521 | $4,804-47.5% | $4,554-44.7% | $4,156-39.3% |
| Participant deferral / active EE | $3,343 | $8,216-59.3% | $7,897-57.7% | $6,407-47.8% |
| Admin fee / account holder | $14,651 | $14,344+2.1% | $13,129+11.6% | $12,270+19.4% |