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 | $66,470 | $97,125-31.6% | $86,233-22.9% | $137,256-51.6% |
| Participation rate | 84.6% | 74.2%+10.4pp | 69.0%+15.6pp | 80.0%+4.7pp |
| Annual return | 22.58% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.8pp |
| Employer contribution / active EE | $4,184 | $2,841+47.3% | $2,504+67.1% | $4,156+0.7% |
| Participant deferral / active EE | $10,263 | $5,180+98.1% | $4,559+125.1% | $6,407+60.2% |
| Admin fee / account holder | $1,205 | $9,725-87.6% | $8,342-85.6% | $12,270-90.2% |