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 | $61,245 | $183,592-66.6% | $155,574-60.6% | $145,877-58.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.46% | 61.37%-45.9pp | 64.87%-49.4pp | 551.28%-535.8pp |
| Employer contribution / active EE | $3,305 | $5,317-37.8% | $4,676-29.3% | $4,663-29.1% |
| Participant deferral / active EE | $5,171 | $6,466-20.0% | $5,629-8.1% | $6,691-22.7% |
| Admin fee / account holder | $1,161 | $19,316-94.0% | $15,914-92.7% | $13,402-91.3% |