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 | $59,503 | $105,284-43.5% | $150,734-60.5% | $94,015-36.7% |
| Participation rate | 97.0% | 71.7%+25.2pp | 78.4%+18.5pp | 70.8%+26.1pp |
| Annual return | 17.05% | 15.67%+1.4pp | 600.81%-583.8pp | 17.84%-0.8pp |
| Employer contribution / active EE | $4,659 | $3,599+29.5% | $4,918-5.3% | $2,790+67.0% |
| Participant deferral / active EE | $9,765 | $4,274+128.5% | $5,610+74.1% | $4,249+129.8% |
| Admin fee / account holder | $3,424 | $9,839-65.2% | $14,905-77.0% | $8,951-61.7% |