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 | $51,121 | $172,111-70.3% | $150,298-66.0% | $137,256-62.8% |
| Participation rate | 89.5% | 81.7%+7.8pp | 77.8%+11.7pp | 80.0%+9.5pp |
| Annual return | 19.10% | 69.37%-50.3pp | 62.79%-43.7pp | 220.34%-201.2pp |
| Employer contribution / active EE | $2,265 | $4,636-51.2% | $4,154-45.5% | $4,156-45.5% |
| Participant deferral / active EE | $4,803 | $6,166-22.1% | $5,453-11.9% | $6,407-25.0% |
| Admin fee / account holder | $1,293 | $16,471-92.1% | $14,116-90.8% | $12,270-89.5% |