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 | $86,139 | $45,152+90.8% | $73,836+16.7% | $59,633+44.4% |
| Participation rate | 96.7% | 64.0%+32.6pp | 73.4%+23.2pp | 68.7%+28.0pp |
| Annual return | 0.47% | 27.40%-26.9pp | 2268.06%-2267.6pp | 2041.45%-2041.0pp |
| Employer contribution / active EE | $2,770 | $1,901+45.7% | $2,787-0.6% | $2,203+25.8% |
| Participant deferral / active EE | $4,933 | $2,573+91.7% | $3,583+37.7% | $3,192+54.5% |
| Admin fee / account holder | $1,076 | $3,515-69.4% | $4,882-78.0% | $4,297-75.0% |