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 | $72,511 | $51,638+40.4% | $68,368+6.1% | $82,448-12.1% |
| Participation rate | 87.9% | 63.6%+24.3pp | 73.8%+14.1pp | 68.1%+19.8pp |
| Annual return | 23.67% | 37.53%-13.9pp | 292.57%-268.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $5,220 | $2,047+155.1% | $2,649+97.1% | $2,551+104.6% |
| Participant deferral / active EE | $2,241 | $2,914-23.1% | $4,123-45.6% | $4,139-45.8% |
| Admin fee / account holder | $10,572 | $4,643+127.7% | $5,150+105.3% | $7,234+46.1% |