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 | $72,627 | $55,457+31.0% | $77,361-6.1% | $94,015-22.7% |
| Participation rate | 92.7% | 69.8%+22.9pp | 75.0%+17.7pp | 70.8%+21.9pp |
| Annual return | 40.84% | 15.57%+25.3pp | 1011.54%-970.7pp | 17.84%+23.0pp |
| Employer contribution / active EE | $5,167 | $2,255+129.2% | $2,990+72.8% | $2,790+85.2% |
| Participant deferral / active EE | $7,254 | $3,069+136.3% | $3,911+85.5% | $4,249+70.7% |
| Admin fee / account holder | $1,821 | $4,334-58.0% | $5,894-69.1% | $8,951-79.7% |