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 | $75,349 | $98,776-23.7% | $149,745-49.7% | $79,856-5.6% |
| Participation rate | 84.4% | 75.8%+8.6pp | 82.5%+1.9pp | 69.6%+14.7pp |
| Annual return | 15.14% | 27.38%-12.2pp | 276.72%-261.6pp | 31.71%-16.6pp |
| Employer contribution / active EE | $5,328 | $3,217+65.6% | $4,646+14.7% | $2,471+115.6% |
| Participant deferral / active EE | $8,042 | $5,681+41.5% | $6,843+17.5% | $3,741+115.0% |
| Admin fee / account holder | $512 | $6,053-91.5% | $9,312-94.5% | $5,306-90.4% |