Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $50,518 | $162,136-68.8% | $152,301-66.8% | $154,746-67.4% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 12.25% | 91.02%-78.8pp | 80.50%-68.3pp | 172.34%-160.1pp |
| Employer contribution / active EE | $1,861 | $4,890-62.0% | $4,624-59.8% | $4,379-57.5% |
| Participant deferral / active EE | $7,502 | $8,341-10.1% | $8,004-6.3% | $6,730+11.5% |
| Admin fee / account holder | $7,921 | $15,759-49.7% | $14,398-45.0% | $14,365-44.9% |