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 | $53,516 | $148,623-64.0% | $135,974-60.6% | $139,466-61.6% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 30.23% | 79.30%-49.1pp | 68.30%-38.1pp | 373.66%-343.4pp |
| Employer contribution / active EE | $1,288 | $5,246-75.5% | $4,859-73.5% | $4,754-72.9% |
| Participant deferral / active EE | $8,256 | $8,103+1.9% | $7,760+6.4% | $6,712+23.0% |
| Admin fee / account holder | $15,633 | $12,406+26.0% | $10,767+45.2% | $11,409+37.0% |