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 | $59,776 | $172,111-65.3% | $150,298-60.2% | $137,256-56.4% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 63.60% | 69.37%-5.8pp | 62.79%+0.8pp | 220.34%-156.7pp |
| Employer contribution / active EE | $6,516 | $4,636+40.6% | $4,154+56.9% | $4,156+56.8% |
| Participant deferral / active EE | $6,788 | $6,166+10.1% | $5,453+24.5% | $6,407+5.9% |
| Admin fee / account holder | $4,686 | $16,471-71.6% | $14,116-66.8% | $12,270-61.8% |