Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $71,085 | $29,670+139.6% | $56,054+26.8% | $80,911-12.1% |
| Participation rate | 82.1% | 41.7%+40.5pp | 52.5%+29.7pp | 67.6%+14.5pp |
| Annual return | 15.58% | 35.24%-19.7pp | 1705.95%-1690.4pp | 35.63%-20.1pp |
| Employer contribution / active EE | $1,143 | $670+70.7% | $1,039+10.1% | $2,756-58.5% |
| Participant deferral / active EE | $4,529 | $1,227+269.2% | $1,952+132.0% | $4,297+5.4% |
| Admin fee / account holder | $735 | $2,431-69.8% | $2,822-74.0% | $6,935-89.4% |