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 | $72,785 | $201,370-63.9% | $184,256-60.5% | $145,897-50.1% |
| Participation rate | 93.8% | 87.5%+6.3pp | 86.8%+6.9pp | 80.3%+13.4pp |
| Annual return | 21.12% | 29.05%-7.9pp | 28.85%-7.7pp | 552.29%-531.2pp |
| Employer contribution / active EE | $7,416 | $7,024+5.6% | $6,427+15.4% | $4,663+59.1% |
| Participant deferral / active EE | $12,354 | $9,808+26.0% | $9,133+35.3% | $6,689+84.7% |
| Admin fee / account holder | $27,113 | $16,364+65.7% | $13,899+95.1% | $13,390+102.5% |