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 | $61,780 | $165,381-62.6% | $149,730-58.7% | $158,966-61.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 15.79% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.2pp |
| Employer contribution / active EE | $1,234 | $5,104-75.8% | $4,645-73.4% | $4,762-74.1% |
| Participant deferral / active EE | $3,648 | $7,182-49.2% | $6,843-46.7% | $5,983-39.0% |
| Admin fee / account holder | $1,006 | $10,809-90.7% | $9,310-89.2% | $11,250-91.1% |