Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $75,307 | $172,111-56.2% | $150,298-49.9% | $137,256-45.1% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 17.37% | 69.37%-52.0pp | 62.79%-45.4pp | 220.34%-203.0pp |
| Employer contribution / active EE | $2,189 | $4,636-52.8% | $4,154-47.3% | $4,156-47.3% |
| Participant deferral / active EE | $6,401 | $6,166+3.8% | $5,453+17.4% | $6,407-0.1% |
| Admin fee / account holder | $630 | $16,471-96.2% | $14,116-95.5% | $12,270-94.9% |