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 | $66,982 | $176,838-62.1% | $146,685-54.3% | $167,518-60.0% |
| Participation rate | 87.5% | 83.6%+3.9pp | 80.1%+7.4pp | 82.1%+5.4pp |
| Annual return | 14.19% | 24.04%-9.8pp | 22.75%-8.6pp | 478.71%-464.5pp |
| Employer contribution / active EE | $4,524 | $5,161-12.4% | $4,137+9.3% | $4,838-6.5% |
| Participant deferral / active EE | $10,900 | $6,441+69.2% | $5,507+97.9% | $6,342+71.9% |
| Admin fee / account holder | $5,341 | $13,262-59.7% | $10,281-48.1% | $12,312-56.6% |