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 | $87,839 | $56,197+56.3% | $67,652+29.8% | $59,633+47.3% |
| Participation rate | 88.2% | 71.5%+16.8pp | 75.7%+12.6pp | 68.7%+19.6pp |
| Annual return | 2.30% | 18508.10%-18505.8pp | 6625.40%-6623.1pp | 2041.45%-2039.2pp |
| Employer contribution / active EE | $2,484 | $1,615+53.9% | $2,266+9.7% | $2,203+12.8% |
| Participant deferral / active EE | $3,563 | $2,844+25.3% | $3,560+0.1% | $3,192+11.6% |
| Admin fee / account holder | $1,579 | $3,958-60.1% | $4,821-67.2% | $4,297-63.3% |