Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $67,215 | $71,215-5.6% | $93,696-28.3% | $80,935-17.0% |
| Participation rate | 87.9% | 60.4%+27.5pp | 68.7%+19.2pp | 67.7%+20.3pp |
| Annual return | 17.80% | 11.27%+6.5pp | 133.74%-115.9pp | 35.66%-17.9pp |
| Employer contribution / active EE | $3,207 | $1,565+104.9% | $2,422+32.4% | $2,757+16.3% |
| Participant deferral / active EE | $4,155 | $4,037+2.9% | $4,417-5.9% | $4,299-3.4% |
| Admin fee / account holder | $1,026 | $6,958-85.3% | $8,287-87.6% | $6,924-85.2% |