Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $53,216 | $183,592-71.0% | $155,567-65.8% | $145,959-63.5% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 18.76% | 61.24%-42.5pp | 64.74%-46.0pp | 561.95%-543.2pp |
| Employer contribution / active EE | $5,930 | $5,315+11.6% | $4,674+26.9% | $4,661+27.2% |
| Participant deferral / active EE | $5,509 | $6,464-14.8% | $5,628-2.1% | $6,689-17.6% |
| Admin fee / account holder | $587 | $19,318-97.0% | $15,916-96.3% | $13,398-95.6% |