Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $57,536 | $172,111-66.6% | $150,298-61.7% | $137,256-58.1% |
| Participation rate | 95.2% | 81.7%+13.5pp | 77.8%+17.5pp | 80.0%+15.3pp |
| Annual return | 13.66% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $9,397 | $4,636+102.7% | $4,154+126.2% | $4,156+126.1% |
| Participant deferral / active EE | $2,272 | $6,166-63.2% | $5,453-58.3% | $6,407-64.5% |
| Admin fee / account holder | $1,211 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |