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 | $72,702 | $178,174-59.2% | $156,181-53.4% | $137,256-47.0% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 20.74% | 84.19%-63.5pp | 64.87%-44.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $8,823 | $4,972+77.5% | $4,294+105.5% | $4,156+112.3% |
| Participant deferral / active EE | $14,955 | $6,888+117.1% | $6,132+143.9% | $6,407+133.4% |
| Admin fee / account holder | $28,112 | $17,404+61.5% | $14,586+92.7% | $12,270+129.1% |