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 | $57,649 | $183,978-68.7% | $162,171-64.5% | $152,885-62.3% |
| Participation rate | 91.3% | 88.5%+2.8pp | 87.6%+3.8pp | 82.5%+8.9pp |
| Annual return | 22.28% | 150.78%-128.5pp | 115.60%-93.3pp | 345.39%-323.1pp |
| Employer contribution / active EE | $5,110 | $6,370-19.8% | $5,613-9.0% | $4,763+7.3% |
| Participant deferral / active EE | $6,616 | $8,033-17.6% | $7,297-9.3% | $5,851+13.1% |
| Admin fee / account holder | $5,989 | $13,122-54.4% | $10,843-44.8% | $11,598-48.4% |