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 | $74,809 | $185,312-59.6% | $161,489-53.7% | $154,746-51.7% |
| Participation rate | 94.7% | 82.5%+12.3pp | 78.7%+16.0pp | 80.7%+14.0pp |
| Annual return | 19.42% | 103.84%-84.4pp | 89.72%-70.3pp | 172.34%-152.9pp |
| Employer contribution / active EE | $2,536 | $4,769-46.8% | $4,268-40.6% | $4,379-42.1% |
| Participant deferral / active EE | $4,362 | $6,350-31.3% | $5,630-22.5% | $6,730-35.2% |
| Admin fee / account holder | $1,693 | $18,654-90.9% | $16,006-89.4% | $14,365-88.2% |