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 | $67,503 | $99,875-32.4% | $146,866-54.0% | $86,983-22.4% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.5%+3.7pp | 69.5%+16.7pp |
| Annual return | 33.26% | 28.10%+5.2pp | 102.85%-69.6pp | 25.83%+7.4pp |
| Employer contribution / active EE | $4,742 | $3,224+47.1% | $4,425+7.2% | $2,584+83.5% |
| Participant deferral / active EE | $7,609 | $6,322+20.3% | $7,759-1.9% | $4,194+81.4% |
| Admin fee / account holder | $16,426 | $7,838+109.6% | $13,620+20.6% | $7,856+109.1% |