Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $84,419 | $165,381-49.0% | $149,730-43.6% | $158,966-46.9% |
| Participation rate | 90.9% | 84.6%+6.3pp | 82.5%+8.4pp | 82.0%+8.9pp |
| Annual return | 16.53% | 348.29%-331.8pp | 276.70%-260.2pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,206 | $5,104-56.8% | $4,645-52.5% | $4,762-53.7% |
| Participant deferral / active EE | $5,341 | $7,182-25.6% | $6,843-21.9% | $5,983-10.7% |
| Admin fee / account holder | $4,029 | $10,809-62.7% | $9,310-56.7% | $11,250-64.2% |