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 | $86,625 | $48,337+79.2% | $67,560+28.2% | $80,959+7.0% |
| Participation rate | 88.1% | 66.4%+21.7pp | 72.9%+15.2pp | 67.7%+20.4pp |
| Annual return | 19.21% | 18.26%+0.9pp | 3533.50%-3514.3pp | 35.67%-16.5pp |
| Employer contribution / active EE | $1,919 | $2,023-5.1% | $2,737-29.9% | $2,757-30.4% |
| Participant deferral / active EE | $5,250 | $2,928+79.3% | $4,004+31.1% | $4,300+22.1% |
| Admin fee / account holder | $4,141 | $3,695+12.1% | $3,994+3.7% | $6,925-40.2% |