Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $77,006 | $185,312-58.4% | $161,489-52.3% | $154,746-50.2% |
| Participation rate | 87.5% | 82.5%+5.0pp | 78.7%+8.8pp | 80.7%+6.8pp |
| Annual return | 17.99% | 103.84%-85.9pp | 89.72%-71.7pp | 172.34%-154.4pp |
| Employer contribution / active EE | $12,439 | $4,769+160.8% | $4,268+191.4% | $4,379+184.1% |
| Participant deferral / active EE | $4,762 | $6,350-25.0% | $5,630-15.4% | $6,730-29.3% |
| Admin fee / account holder | $619 | $18,654-96.7% | $16,006-96.1% | $14,365-95.7% |