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 | $62,956 | $178,174-64.7% | $156,181-59.7% | $137,256-54.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 16.67% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,601 | $4,972-67.8% | $4,294-62.7% | $4,156-61.5% |
| Participant deferral / active EE | $6,637 | $6,888-3.6% | $6,132+8.2% | $6,407+3.6% |
| Admin fee / account holder | $5,294 | $17,404-69.6% | $14,586-63.7% | $12,270-56.9% |