Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $76,264 | $156,398-51.2% | $147,318-48.2% | $138,895-45.1% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.8pp | 79.9%-1.7pp |
| Annual return | 15.30% | 78.75%-63.4pp | 70.43%-55.1pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,674 | $4,853-44.9% | $4,593-41.8% | $4,194-36.2% |
| Participant deferral / active EE | $6,351 | $8,237-22.9% | $7,906-19.7% | $6,396-0.7% |
| Admin fee / account holder | $2,986 | $14,976-80.1% | $13,708-78.2% | $12,562-76.2% |