Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $98,652 | $58,275+69.3% | $81,844+20.5% | $80,935+21.9% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.4%+15.1pp | 67.7%+19.8pp |
| Annual return | 16.60% | 41.82%-25.2pp | 778.87%-762.3pp | 35.66%-19.1pp |
| Employer contribution / active EE | $4,377 | $2,346+86.6% | $2,916+50.1% | $2,757+58.8% |
| Participant deferral / active EE | $10,507 | $3,285+219.8% | $4,323+143.0% | $4,299+144.4% |
| Admin fee / account holder | $1,406 | $4,749-70.4% | $7,355-80.9% | $6,924-79.7% |