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 | $29,700 | $156,398-81.0% | $147,318-79.8% | $138,895-78.6% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 16.52% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,095 | $4,853-56.8% | $4,593-54.4% | $4,194-50.0% |
| Participant deferral / active EE | $5,153 | $8,237-37.4% | $7,906-34.8% | $6,396-19.4% |
| Admin fee / account holder | $2,246 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |