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 | $77,331 | $178,174-56.6% | $156,181-50.5% | $137,256-43.7% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 16.77% | 84.19%-67.4pp | 64.87%-48.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $5,002 | $4,972+0.6% | $4,294+16.5% | $4,156+20.4% |
| Participant deferral / active EE | $12,759 | $6,888+85.2% | $6,132+108.1% | $6,407+99.2% |
| Admin fee / account holder | $926 | $17,404-94.7% | $14,586-93.7% | $12,270-92.5% |