Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $82,818 | $162,136-48.9% | $152,301-45.6% | $154,746-46.5% |
| Participation rate | 78.9% | 84.1%-5.2pp | 82.4%-3.5pp | 80.7%-1.8pp |
| Annual return | 14.96% | 91.02%-76.1pp | 80.50%-65.5pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,807 | $4,890-42.6% | $4,624-39.3% | $4,379-35.9% |
| Participant deferral / active EE | $8,274 | $8,341-0.8% | $8,004+3.4% | $6,730+22.9% |
| Admin fee / account holder | $21,975 | $15,759+39.4% | $14,398+52.6% | $14,365+53.0% |