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 | $62,812 | $154,228-59.3% | $145,433-56.8% | $137,256-54.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 67.51% | 74.59%-7.1pp | 66.58%+0.9pp | 220.34%-152.8pp |
| Employer contribution / active EE | $6,411 | $4,804+33.5% | $4,554+40.8% | $4,156+54.3% |
| Participant deferral / active EE | $13,575 | $8,216+65.2% | $7,897+71.9% | $6,407+111.9% |
| Admin fee / account holder | $6,923 | $14,344-51.7% | $13,129-47.3% | $12,270-43.6% |