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 | $61,712 | $109,372-43.6% | $89,414-31.0% | $158,966-61.2% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 26.00% | 345.55%-319.6pp | 245.50%-219.5pp | 302.95%-276.9pp |
| Employer contribution / active EE | $2,577 | $3,171-18.7% | $2,586-0.4% | $4,762-45.9% |
| Participant deferral / active EE | $10,936 | $4,598+137.8% | $3,890+181.2% | $5,983+82.8% |
| Admin fee / account holder | $317 | $6,156-94.9% | $4,883-93.5% | $11,250-97.2% |