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 | $96,593 | $48,337+99.8% | $67,560+43.0% | $80,959+19.3% |
| Participation rate | 98.0% | 66.4%+31.6pp | 72.9%+25.1pp | 67.7%+30.4pp |
| Annual return | 12.48% | 18.26%-5.8pp | 3533.50%-3521.0pp | 35.67%-23.2pp |
| Employer contribution / active EE | $4,635 | $2,023+129.2% | $2,737+69.4% | $2,757+68.1% |
| Participant deferral / active EE | $3,124 | $2,928+6.7% | $4,004-22.0% | $4,300-27.4% |
| Admin fee / account holder | $2,174 | $3,695-41.2% | $3,994-45.6% | $6,925-68.6% |