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 | $67,929 | $154,228-56.0% | $145,433-53.3% | $137,256-50.5% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 85.54% | 74.59%+11.0pp | 66.58%+19.0pp | 220.34%-134.8pp |
| Employer contribution / active EE | $7,833 | $4,804+63.1% | $4,554+72.0% | $4,156+88.5% |
| Participant deferral / active EE | $6,451 | $8,216-21.5% | $7,897-18.3% | $6,407+0.7% |
| Admin fee / account holder | $1,191 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |