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 | $70,658 | $202,440-65.1% | $169,390-58.3% | $139,466-49.3% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 14.79% | 532.36%-517.6pp | 406.07%-391.3pp | 373.66%-358.9pp |
| Employer contribution / active EE | $2,175 | $4,693-53.6% | $4,013-45.8% | $4,754-54.2% |
| Participant deferral / active EE | $4,425 | $6,940-36.2% | $6,222-28.9% | $6,712-34.1% |
| Admin fee / account holder | $4,002 | $10,722-62.7% | $9,015-55.6% | $11,409-64.9% |