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 | $55,658 | $107,353-48.2% | $92,903-40.1% | $152,885-63.6% |
| Participation rate | 94.7% | 79.8%+15.0pp | 76.0%+18.7pp | 82.5%+12.3pp |
| Annual return | 17.87% | 145.62%-127.7pp | 109.43%-91.6pp | 345.39%-327.5pp |
| Employer contribution / active EE | $3,572 | $4,222-15.4% | $3,653-2.2% | $4,763-25.0% |
| Participant deferral / active EE | $7,020 | $4,848+44.8% | $4,238+65.7% | $5,851+20.0% |
| Admin fee / account holder | $9,032 | $7,081+27.6% | $5,795+55.9% | $11,598-22.1% |