Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $67,376 | $227,399-70.4% | $189,758-64.5% | $198,609-66.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 18.95% | 61.03%-42.1pp | 52.62%-33.7pp | 202.70%-183.7pp |
| Employer contribution / active EE | $2,564 | $5,526-53.6% | $4,767-46.2% | $5,055-49.3% |
| Participant deferral / active EE | $15,500 | $6,837+126.7% | $5,856+164.7% | $6,977+122.2% |
| Admin fee / account holder | $1,449 | $25,162-94.2% | $20,388-92.9% | $19,030-92.4% |