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 | $58,863 | $183,516-67.9% | $155,534-62.2% | $145,884-59.7% |
| Participation rate | 76.9% | 82.7%-5.8pp | 78.2%-1.3pp | 80.3%-3.4pp |
| Annual return | 9.39% | 61.43%-52.0pp | 64.92%-55.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $7,747 | $5,315+45.8% | $4,675+65.7% | $4,662+66.2% |
| Participant deferral / active EE | $5,096 | $6,467-21.2% | $5,630-9.5% | $6,690-23.8% |
| Admin fee / account holder | $649 | $19,293-96.6% | $15,900-95.9% | $13,392-95.2% |