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 | $77,609 | $212,386-63.5% | $199,883-61.2% | $138,895-44.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.8%+0.7pp | 79.9%+7.6pp |
| Annual return | 19.19% | 47.75%-28.6pp | 43.81%-24.6pp | 145.39%-126.2pp |
| Employer contribution / active EE | $1,635 | $6,625-75.3% | $6,261-73.9% | $4,194-61.0% |
| Participant deferral / active EE | $7,664 | $9,617-20.3% | $9,138-16.1% | $6,396+19.8% |
| Admin fee / account holder | $4,171 | $18,233-77.1% | $17,268-75.8% | $12,562-66.8% |