Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $58,583 | $88,672-33.9% | $105,223-44.3% | $82,448-28.9% |
| Participation rate | 71.9% | 67.9%+4.0pp | 75.0%-3.2pp | 68.1%+3.8pp |
| Annual return | 28.95% | 30.86%-1.9pp | 180.65%-151.7pp | 41.64%-12.7pp |
| Employer contribution / active EE | $3,064 | $3,048+0.5% | $3,689-16.9% | $2,551+20.1% |
| Participant deferral / active EE | $6,091 | $4,036+50.9% | $5,072+20.1% | $4,139+47.2% |
| Admin fee / account holder | $2,034 | $7,146-71.5% | $8,859-77.0% | $7,234-71.9% |