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 | $72,848 | $85,171-14.5% | $172,753-57.8% | $72,976-0.2% |
| Participation rate | 85.2% | 70.1%+15.1pp | 82.6%+2.5pp | 69.5%+15.7pp |
| Annual return | 22.19% | 27.32%-5.1pp | 803.00%-780.8pp | 81.02%-58.8pp |
| Employer contribution / active EE | $7,418 | $3,324+123.2% | $5,144+44.2% | $2,440+204.0% |
| Participant deferral / active EE | $4,154 | $3,260+27.4% | $5,198-20.1% | $3,608+15.1% |
| Admin fee / account holder | $1,411 | $5,880-76.0% | $13,956-89.9% | $5,124-72.5% |