Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $74,989 | $212,386-64.7% | $199,883-62.5% | $138,895-46.0% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 21.21% | 47.75%-26.5pp | 43.81%-22.6pp | 145.39%-124.2pp |
| Employer contribution / active EE | $11,280 | $6,625+70.3% | $6,261+80.2% | $4,194+168.9% |
| Participant deferral / active EE | $12,136 | $9,617+26.2% | $9,138+32.8% | $6,396+89.7% |
| Admin fee / account holder | $563 | $18,233-96.9% | $17,268-96.7% | $12,562-95.5% |