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 | $59,819 | $152,592-60.8% | $125,180-52.2% | $152,885-60.9% |
| Participation rate | 71.4% | 83.3%-11.9pp | 79.8%-8.4pp | 82.5%-11.0pp |
| Annual return | 23.75% | 54.84%-31.1pp | 43.79%-20.0pp | 345.39%-321.6pp |
| Employer contribution / active EE | $3,069 | $4,947-38.0% | $3,866-20.6% | $4,763-35.6% |
| Participant deferral / active EE | $7,961 | $5,868+35.7% | $4,937+61.2% | $5,851+36.1% |
| Admin fee / account holder | $1,965 | $13,435-85.4% | $9,703-79.7% | $11,598-83.1% |