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 | $53,345 | $117,846-54.7% | $102,434-47.9% | $145,884-63.4% |
| Participation rate | 90.9% | 78.6%+12.3pp | 76.5%+14.4pp | 80.3%+10.6pp |
| Annual return | 20.91% | 31.90%-11.0pp | 29.46%-8.6pp | 551.85%-530.9pp |
| Employer contribution / active EE | $2,411 | $3,615-33.3% | $3,023-20.2% | $4,662-48.3% |
| Participant deferral / active EE | $8,476 | $5,733+47.8% | $5,055+67.7% | $6,690+26.7% |
| Admin fee / account holder | $1,525 | $13,356-88.6% | $9,462-83.9% | $13,392-88.6% |