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 | $80,934 | $110,379-26.7% | $102,412-21.0% | $145,884-44.5% |
| Participation rate | 76.2% | 77.9%-1.7pp | 74.5%+1.7pp | 80.3%-4.1pp |
| Annual return | 15.28% | 24.84%-9.6pp | 24.94%-9.7pp | 551.85%-536.6pp |
| Employer contribution / active EE | $5,188 | $4,216+23.0% | $3,870+34.0% | $4,662+11.3% |
| Participant deferral / active EE | $9,029 | $5,622+60.6% | $5,060+78.4% | $6,690+35.0% |
| Admin fee / account holder | $999 | $9,745-89.7% | $8,388-88.1% | $13,392-92.5% |