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 | $64,735 | $61,815+4.7% | $97,295-33.5% | $80,959-20.0% |
| Participation rate | 82.8% | 63.5%+19.3pp | 72.7%+10.1pp | 67.7%+15.1pp |
| Annual return | 15.85% | -558.73%+574.6pp | 75.62%-59.8pp | 35.67%-19.8pp |
| Employer contribution / active EE | $8,043 | $1,836+338.0% | $2,723+195.4% | $2,757+191.7% |
| Participant deferral / active EE | $2,881 | $3,027-4.8% | $4,264-32.4% | $4,300-33.0% |
| Admin fee / account holder | $1,183 | $5,166-77.1% | $5,646-79.0% | $6,925-82.9% |