Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $72,526 | $102,938-29.5% | $94,105-22.9% | $138,895-47.8% |
| Participation rate | 95.7% | 74.6%+21.0pp | 71.9%+23.7pp | 79.9%+15.7pp |
| Annual return | 14.49% | 250.28%-235.8pp | 204.55%-190.1pp | 145.39%-130.9pp |
| Employer contribution / active EE | $1,919 | $2,732-29.7% | $2,504-23.4% | $4,194-54.2% |
| Participant deferral / active EE | $7,161 | $4,196+70.7% | $3,881+84.5% | $6,396+12.0% |
| Admin fee / account holder | $1,682 | $6,600-74.5% | $6,199-72.9% | $12,562-86.6% |