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 | $60,636 | $209,336-71.0% | $197,124-69.2% | $137,256-55.8% |
| Participation rate | 76.9% | 87.3%-10.4pp | 86.7%-9.8pp | 80.0%-3.0pp |
| Annual return | 15.42% | 48.09%-32.7pp | 44.34%-28.9pp | 220.34%-204.9pp |
| Employer contribution / active EE | $2,525 | $6,591-61.7% | $6,227-59.4% | $4,156-39.2% |
| Participant deferral / active EE | $6,471 | $9,614-32.7% | $9,135-29.2% | $6,407+1.0% |
| Admin fee / account holder | $2,393 | $17,308-86.2% | $16,298-85.3% | $12,270-80.5% |