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 | $59,552 | $148,582-59.9% | $135,942-56.2% | $139,456-57.3% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 15.39% | 79.26%-63.9pp | 68.28%-52.9pp | 373.45%-358.1pp |
| Employer contribution / active EE | $4,829 | $5,245-7.9% | $4,858-0.6% | $4,753+1.6% |
| Participant deferral / active EE | $10,912 | $8,101+34.7% | $7,759+40.6% | $6,711+62.6% |
| Admin fee / account holder | $1,244 | $12,402-90.0% | $10,764-88.4% | $11,407-89.1% |