Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $68,566 | $155,555-55.9% | $146,866-53.3% | $155,188-55.8% |
| Participation rate | 95.2% | 84.0%+11.3pp | 82.5%+12.7pp | 80.8%+14.4pp |
| Annual return | 19.43% | 115.41%-96.0pp | 102.85%-83.4pp | 148.84%-129.4pp |
| Employer contribution / active EE | $8,787 | $4,647+89.1% | $4,425+98.6% | $4,248+106.9% |
| Participant deferral / active EE | $3,260 | $8,044-59.5% | $7,759-58.0% | $6,531-50.1% |
| Admin fee / account holder | $1,866 | $14,755-87.4% | $13,620-86.3% | $14,480-87.1% |