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 | $54,112 | $185,312-70.8% | $161,489-66.5% | $154,746-65.0% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 23.84% | 103.84%-80.0pp | 89.72%-65.9pp | 172.34%-148.5pp |
| Employer contribution / active EE | $6,067 | $4,769+27.2% | $4,268+42.1% | $4,379+38.5% |
| Participant deferral / active EE | $8,931 | $6,350+40.7% | $5,630+58.6% | $6,730+32.7% |
| Admin fee / account holder | $12,185 | $18,654-34.7% | $16,006-23.9% | $14,365-15.2% |