Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $82,839 | $162,136-48.9% | $152,301-45.6% | $154,746-46.5% |
| Participation rate | 73.9% | 84.1%-10.2pp | 82.4%-8.5pp | 80.7%-6.8pp |
| Annual return | 17.19% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.1pp |
| Employer contribution / active EE | $4,014 | $4,890-17.9% | $4,624-13.2% | $4,379-8.3% |
| Participant deferral / active EE | $7,663 | $8,341-8.1% | $8,004-4.3% | $6,730+13.9% |
| Admin fee / account holder | $1,070 | $15,759-93.2% | $14,398-92.6% | $14,365-92.6% |