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 | $64,516 | $223,823-71.2% | $211,142-69.4% | $154,746-58.3% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 15.09% | 50.39%-35.3pp | 46.84%-31.7pp | 172.34%-157.2pp |
| Employer contribution / active EE | $2,313 | $6,787-65.9% | $6,442-64.1% | $4,379-47.2% |
| Participant deferral / active EE | $6,340 | $9,750-35.0% | $9,284-31.7% | $6,730-5.8% |
| Admin fee / account holder | $1,591 | $19,707-91.9% | $19,076-91.7% | $14,365-88.9% |