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 | $77,996 | $166,131-53.1% | $164,975-52.7% | $145,877-46.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | 13.00% | 100.37%-87.4pp | 70.12%-57.1pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,427 | $5,276-54.0% | $4,343-44.1% | $4,663-47.9% |
| Participant deferral / active EE | $8,735 | $6,962+25.5% | $6,033+44.8% | $6,691+30.6% |
| Admin fee / account holder | $1,279 | $16,648-92.3% | $12,688-89.9% | $13,402-90.5% |