Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $67,926 | $156,398-56.6% | $147,318-53.9% | $138,895-51.1% |
| Participation rate | 86.7% | 83.8%+2.9pp | 82.1%+4.6pp | 79.9%+6.7pp |
| Annual return | 15.32% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,717 | $4,853-2.8% | $4,593+2.7% | $4,194+12.5% |
| Participant deferral / active EE | $9,648 | $8,237+17.1% | $7,906+22.0% | $6,396+50.8% |
| Admin fee / account holder | $502 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |