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 | $66,971 | $165,361-59.5% | $149,715-55.3% | $158,950-57.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.10% | 348.24%-331.1pp | 276.66%-259.6pp | 302.91%-285.8pp |
| Employer contribution / active EE | $3,969 | $5,103-22.2% | $4,645-14.6% | $4,762-16.7% |
| Participant deferral / active EE | $12,809 | $7,182+78.4% | $6,842+87.2% | $5,983+114.1% |
| Admin fee / account holder | $1,846 | $10,808-82.9% | $9,310-80.2% | $11,248-83.6% |