Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,660 | $154,228-55.5% | $145,433-52.8% | $137,256-50.0% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 25.17% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $4,659 | $4,804-3.0% | $4,554+2.3% | $4,156+12.1% |
| Participant deferral / active EE | $7,195 | $8,216-12.4% | $7,897-8.9% | $6,407+12.3% |
| Admin fee / account holder | $1,261 | $14,344-91.2% | $13,129-90.4% | $12,270-89.7% |