Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $77,466 | $162,136-52.2% | $152,301-49.1% | $154,746-49.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 15.50% | 91.02%-75.5pp | 80.50%-65.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,592 | $4,890-26.5% | $4,624-22.3% | $4,379-18.0% |
| Participant deferral / active EE | $9,614 | $8,341+15.3% | $8,004+20.1% | $6,730+42.8% |
| Admin fee / account holder | $495 | $15,759-96.9% | $14,398-96.6% | $14,365-96.6% |