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 | $56,012 | $185,312-69.8% | $161,489-65.3% | $154,746-63.8% |
| Participation rate | 88.9% | 82.5%+6.4pp | 78.7%+10.2pp | 80.7%+8.2pp |
| Annual return | 15.45% | 103.84%-88.4pp | 89.72%-74.3pp | 172.34%-156.9pp |
| Employer contribution / active EE | $1,530 | $4,769-67.9% | $4,268-64.1% | $4,379-65.1% |
| Participant deferral / active EE | $6,065 | $6,350-4.5% | $5,630+7.7% | $6,730-9.9% |
| Admin fee / account holder | $558 | $18,654-97.0% | $16,006-96.5% | $14,365-96.1% |