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 | $66,347 | $154,228-57.0% | $145,433-54.4% | $137,256-51.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.78% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $1,063 | $4,804-77.9% | $4,554-76.7% | $4,156-74.4% |
| Participant deferral / active EE | $11,318 | $8,216+37.8% | $7,897+43.3% | $6,407+76.7% |
| Admin fee / account holder | $430 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |