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 | $57,572 | $156,398-63.2% | $147,318-60.9% | $138,895-58.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 19.63% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.8pp |
| Employer contribution / active EE | $1,714 | $4,853-64.7% | $4,593-62.7% | $4,194-59.1% |
| Participant deferral / active EE | $6,734 | $8,237-18.3% | $7,906-14.8% | $6,396+5.3% |
| Admin fee / account holder | $474 | $14,976-96.8% | $13,708-96.5% | $12,562-96.2% |