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 | $68,427 | $85,766-20.2% | $136,298-49.8% | $70,126-2.4% |
| Participation rate | 84.5% | 74.2%+10.4pp | 81.9%+2.6pp | 69.5%+15.0pp |
| Annual return | 30.01% | 31.46%-1.4pp | 5156.27%-5126.3pp | 73.15%-43.1pp |
| Employer contribution / active EE | $12,292 | $2,966+314.4% | $4,696+161.8% | $2,343+424.7% |
| Participant deferral / active EE | $7,406 | $5,051+46.6% | $6,247+18.5% | $3,332+122.3% |
| Admin fee / account holder | $2,244 | $5,421-58.6% | $9,244-75.7% | $4,645-51.7% |