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 | $74,178 | $183,592-59.6% | $155,574-52.3% | $145,877-49.1% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 12.21% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.1pp |
| Employer contribution / active EE | $2,989 | $5,317-43.8% | $4,676-36.1% | $4,663-35.9% |
| Participant deferral / active EE | $10,100 | $6,466+56.2% | $5,629+79.4% | $6,691+51.0% |
| Admin fee / account holder | $566 | $19,316-97.1% | $15,914-96.4% | $13,402-95.8% |