Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $78,909 | $83,369-5.3% | $105,223-25.0% | $67,986+16.1% |
| Participation rate | 75.5% | 56.3%+19.2pp | 75.0%+0.4pp | 57.2%+18.2pp |
| Annual return | 20.05% | 24.64%-4.6pp | 180.65%-160.6pp | 31.67%-11.6pp |
| Employer contribution / active EE | $2,961 | $2,541+16.5% | $3,689-19.7% | $2,019+46.7% |
| Participant deferral / active EE | $6,664 | $3,295+102.2% | $5,072+31.4% | $3,358+98.4% |
| Admin fee / account holder | $4,644 | $4,073+14.0% | $8,859-47.6% | $3,203+45.0% |