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 | $66,225 | $106,247-37.7% | $96,515-31.4% | $139,466-52.5% |
| Participation rate | 76.2% | 77.8%-1.7pp | 74.3%+1.8pp | 80.3%-4.1pp |
| Annual return | 18.72% | 38.47%-19.7pp | 35.73%-17.0pp | 373.66%-354.9pp |
| Employer contribution / active EE | $3,592 | $4,106-12.5% | $3,740-4.0% | $4,754-24.4% |
| Participant deferral / active EE | $6,203 | $5,456+13.7% | $4,880+27.1% | $6,712-7.6% |
| Admin fee / account holder | $679 | $7,885-91.4% | $6,735-89.9% | $11,409-94.0% |