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 | $75,360 | $84,236-10.5% | $170,435-55.8% | $70,126+7.5% |
| Participation rate | 94.1% | 70.8%+23.3pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 66.09% | 23.06%+43.0pp | 205.94%-139.8pp | 73.15%-7.1pp |
| Employer contribution / active EE | $2,323 | $3,387-31.4% | $5,432-57.2% | $2,343-0.8% |
| Participant deferral / active EE | $3,865 | $3,086+25.2% | $4,939-21.8% | $3,332+16.0% |
| Admin fee / account holder | $6,968 | $5,698+22.3% | $13,881-49.8% | $4,645+50.0% |