Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $60,852 | $117,895-48.4% | $102,460-40.6% | $145,897-58.3% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 14.38% | 31.92%-17.5pp | 29.47%-15.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $2,056 | $3,619-43.2% | $3,025-32.0% | $4,663-55.9% |
| Participant deferral / active EE | $5,536 | $5,736-3.5% | $5,056+9.5% | $6,689-17.2% |
| Admin fee / account holder | $1,922 | $13,353-85.6% | $9,460-79.7% | $13,390-85.6% |