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 | $82,430 | $212,386-61.2% | $199,883-58.8% | $138,895-40.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.8%-1.1pp | 79.9%+5.8pp |
| Annual return | 17.81% | 47.75%-29.9pp | 43.81%-26.0pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,479 | $6,625-62.6% | $6,261-60.4% | $4,194-40.9% |
| Participant deferral / active EE | $9,725 | $9,617+1.1% | $9,138+6.4% | $6,396+52.0% |
| Admin fee / account holder | $673 | $18,233-96.3% | $17,268-96.1% | $12,562-94.6% |