Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $67,467 | $223,823-69.9% | $211,142-68.0% | $154,746-56.4% |
| Participation rate | 90.0% | 87.9%+2.1pp | 87.3%+2.7pp | 80.7%+9.3pp |
| Annual return | 21.48% | 50.39%-28.9pp | 46.84%-25.4pp | 172.34%-150.9pp |
| Employer contribution / active EE | $10,131 | $6,787+49.3% | $6,442+57.3% | $4,379+131.3% |
| Participant deferral / active EE | $5,516 | $9,750-43.4% | $9,284-40.6% | $6,730-18.0% |
| Admin fee / account holder | $1,556 | $19,707-92.1% | $19,076-91.8% | $14,365-89.2% |