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 | $60,343 | $275,752-78.1% | $256,809-76.5% | $198,609-69.6% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 24.59% | 34.81%-10.2pp | 32.73%-8.1pp | 202.70%-178.1pp |
| Employer contribution / active EE | $3,311 | $7,721-57.1% | $7,263-54.4% | $5,055-34.5% |
| Participant deferral / active EE | $12,547 | $10,037+25.0% | $9,520+31.8% | $6,977+79.8% |
| Admin fee / account holder | $847 | $25,716-96.7% | $25,146-96.6% | $19,030-95.5% |