Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $76,438 | $201,259-62.0% | $184,200-58.5% | $145,959-47.6% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 17.85% | 28.98%-11.1pp | 28.80%-11.0pp | 561.95%-544.1pp |
| Employer contribution / active EE | $3,010 | $7,018-57.1% | $6,424-53.1% | $4,661-35.4% |
| Participant deferral / active EE | $5,537 | $9,806-43.5% | $9,132-39.4% | $6,689-17.2% |
| Admin fee / account holder | $607 | $16,372-96.3% | $13,907-95.6% | $13,398-95.5% |