Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $62,438 | $211,288-70.4% | $178,540-65.0% | $145,884-57.2% |
| Participation rate | 85.7% | 80.8%+4.9pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | 22.95% | 30.27%-7.3pp | 27.15%-4.2pp | 551.85%-528.9pp |
| Employer contribution / active EE | $1,365 | $4,574-70.1% | $3,953-65.5% | $4,662-70.7% |
| Participant deferral / active EE | $7,139 | $6,967+2.5% | $6,281+13.7% | $6,690+6.7% |
| Admin fee / account holder | $4,281 | $12,105-64.6% | $10,424-58.9% | $13,392-68.0% |