Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $76,506 | $201,344-62.0% | $184,243-58.5% | $145,877-47.6% |
| Participation rate | 82.6% | 87.5%-4.9pp | 86.8%-4.2pp | 80.3%+2.3pp |
| Annual return | 36.65% | 29.01%+7.6pp | 28.82%+7.8pp | 551.28%-514.6pp |
| Employer contribution / active EE | $3,203 | $7,022-54.4% | $6,427-50.2% | $4,663-31.3% |
| Participant deferral / active EE | $9,712 | $9,807-1.0% | $9,132+6.3% | $6,691+45.2% |
| Admin fee / account holder | $7,465 | $16,382-54.4% | $13,914-46.4% | $13,402-44.3% |