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 | $80,527 | $223,823-64.0% | $211,142-61.9% | $154,746-48.0% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 29.88% | 50.39%-20.5pp | 46.84%-17.0pp | 172.34%-142.5pp |
| Employer contribution / active EE | $6,279 | $6,787-7.5% | $6,442-2.5% | $4,379+43.4% |
| Participant deferral / active EE | $9,112 | $9,750-6.5% | $9,284-1.8% | $6,730+35.4% |
| Admin fee / account holder | $18,995 | $19,707-3.6% | $19,076-0.4% | $14,365+32.2% |