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 | $73,897 | $202,460-63.5% | $169,385-56.4% | $139,456-47.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 17.40% | 532.07%-514.7pp | 405.82%-388.4pp | 373.45%-356.1pp |
| Employer contribution / active EE | $3,078 | $4,691-34.4% | $4,012-23.3% | $4,753-35.2% |
| Participant deferral / active EE | $6,483 | $6,938-6.6% | $6,221+4.2% | $6,711-3.4% |
| Admin fee / account holder | $3,652 | $10,719-65.9% | $9,011-59.5% | $11,407-68.0% |