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 | $56,911 | $154,228-63.1% | $145,433-60.9% | $137,256-58.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 21.83% | 74.59%-52.8pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $30,793 | $4,804+541.0% | $4,554+576.1% | $4,156+640.9% |
| Participant deferral / active EE | $5,219 | $8,216-36.5% | $7,897-33.9% | $6,407-18.5% |
| Admin fee / account holder | $17,036 | $14,344+18.8% | $13,129+29.8% | $12,270+38.8% |