Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $59,308 | $156,398-62.1% | $147,318-59.7% | $138,895-57.3% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 15.95% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $3,929 | $4,853-19.0% | $4,593-14.4% | $4,194-6.3% |
| Participant deferral / active EE | $11,079 | $8,237+34.5% | $7,906+40.1% | $6,396+73.2% |
| Admin fee / account holder | $2,488 | $14,976-83.4% | $13,708-81.9% | $12,562-80.2% |