Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $82,472 | $162,136-49.1% | $152,301-45.8% | $154,746-46.7% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 16.16% | 91.02%-74.9pp | 80.50%-64.3pp | 172.34%-156.2pp |
| Employer contribution / active EE | $2,420 | $4,890-50.5% | $4,624-47.7% | $4,379-44.7% |
| Participant deferral / active EE | $6,975 | $8,341-16.4% | $8,004-12.8% | $6,730+3.6% |
| Admin fee / account holder | $1,376 | $15,759-91.3% | $14,398-90.4% | $14,365-90.4% |