Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $66,551 | $154,228-56.8% | $145,433-54.2% | $137,256-51.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 28.47% | 74.59%-46.1pp | 66.58%-38.1pp | 220.34%-191.9pp |
| Employer contribution / active EE | $1,050 | $4,804-78.1% | $4,554-76.9% | $4,156-74.7% |
| Participant deferral / active EE | $5,244 | $8,216-36.2% | $7,897-33.6% | $6,407-18.1% |
| Admin fee / account holder | $5,565 | $14,344-61.2% | $13,129-57.6% | $12,270-54.6% |