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 | $74,107 | $49,976+48.3% | $66,674+11.1% | $82,637-10.3% |
| Participation rate | 84.4% | 63.1%+21.3pp | 73.7%+10.8pp | 68.1%+16.4pp |
| Annual return | 19.08% | 39.09%-20.0pp | 321.24%-302.2pp | 53.51%-34.4pp |
| Employer contribution / active EE | $2,721 | $1,988+36.9% | $2,620+3.9% | $2,552+6.6% |
| Participant deferral / active EE | $5,972 | $2,847+109.8% | $4,084+46.2% | $4,126+44.7% |
| Admin fee / account holder | $3,634 | $4,594-20.9% | $5,098-28.7% | $7,339-50.5% |