Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $67,670 | $29,319+130.8% | $52,425+29.1% | $82,448-17.9% |
| Participation rate | 94.8% | 46.9%+48.0pp | 55.6%+39.2pp | 68.1%+26.8pp |
| Annual return | 18.20% | 535.20%-517.0pp | 302.12%-283.9pp | 41.64%-23.4pp |
| Employer contribution / active EE | $3,258 | $586+455.5% | $914+256.3% | $2,551+27.7% |
| Participant deferral / active EE | $6,771 | $1,171+478.1% | $1,790+278.2% | $4,139+63.6% |
| Admin fee / account holder | $2,756 | $1,962+40.5% | $2,495+10.5% | $7,234-61.9% |