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 | $61,964 | $89,370-30.7% | $141,197-56.1% | $72,976-15.1% |
| Participation rate | 97.1% | 75.1%+22.0pp | 82.5%+14.7pp | 69.5%+27.7pp |
| Annual return | 24.96% | 111.88%-86.9pp | 71.41%-46.4pp | 81.02%-56.1pp |
| Employer contribution / active EE | $3,792 | $3,115+21.7% | $4,736-19.9% | $2,440+55.4% |
| Participant deferral / active EE | $7,972 | $5,419+47.1% | $6,710+18.8% | $3,608+121.0% |
| Admin fee / account holder | $1,616 | $5,957-72.9% | $10,265-84.3% | $5,124-68.5% |