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 | $60,843 | $156,398-61.1% | $147,318-58.7% | $138,895-56.2% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.8pp | 79.9%+12.9pp |
| Annual return | 13.37% | 78.75%-65.4pp | 70.43%-57.1pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,913 | $4,853-60.6% | $4,593-58.3% | $4,194-54.4% |
| Participant deferral / active EE | $6,982 | $8,237-15.2% | $7,906-11.7% | $6,396+9.2% |
| Admin fee / account holder | $1,068 | $14,976-92.9% | $13,708-92.2% | $12,562-91.5% |