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 | $60,958 | $227,291-73.2% | $214,702-71.6% | $155,188-60.7% |
| Participation rate | 92.3% | 88.0%+4.3pp | 87.5%+4.8pp | 80.8%+11.5pp |
| Annual return | 17.29% | 60.08%-42.8pp | 54.55%-37.3pp | 148.84%-131.5pp |
| Employer contribution / active EE | $1,715 | $6,772-74.7% | $6,461-73.5% | $4,248-59.6% |
| Participant deferral / active EE | $7,580 | $9,582-20.9% | $9,147-17.1% | $6,531+16.1% |
| Admin fee / account holder | $1,095 | $20,413-94.6% | $19,830-94.5% | $14,480-92.4% |