Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $63,994 | $181,062-64.7% | $158,223-59.6% | $155,188-58.8% |
| Participation rate | 70.6% | 82.7%-12.1pp | 79.2%-8.6pp | 80.8%-10.2pp |
| Annual return | 19.28% | 57.39%-38.1pp | 52.09%-32.8pp | 148.84%-129.6pp |
| Employer contribution / active EE | $1,995 | $4,565-56.3% | $4,109-51.4% | $4,248-53.0% |
| Participant deferral / active EE | $5,602 | $6,134-8.7% | $5,467+2.5% | $6,531-14.2% |
| Admin fee / account holder | $1,220 | $18,825-93.5% | $16,047-92.4% | $14,480-91.6% |