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 | $69,229 | $98,776-29.9% | $149,745-53.8% | $79,856-13.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 16.27% | 27.38%-11.1pp | 276.72%-260.5pp | 31.71%-15.4pp |
| Employer contribution / active EE | $4,416 | $3,217+37.3% | $4,646-4.9% | $2,471+78.7% |
| Participant deferral / active EE | $4,649 | $5,681-18.2% | $6,843-32.1% | $3,741+24.3% |
| Admin fee / account holder | $2,139 | $6,053-64.7% | $9,312-77.0% | $5,306-59.7% |