Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $81,077 | $185,312-56.2% | $161,489-49.8% | $154,746-47.6% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 18.21% | 103.84%-85.6pp | 89.72%-71.5pp | 172.34%-154.1pp |
| Employer contribution / active EE | $2,129 | $4,769-55.4% | $4,268-50.1% | $4,379-51.4% |
| Participant deferral / active EE | $6,723 | $6,350+5.9% | $5,630+19.4% | $6,730-0.1% |
| Admin fee / account holder | $1,726 | $18,654-90.7% | $16,006-89.2% | $14,365-88.0% |