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 | $84,556 | $58,927+43.5% | $76,823+10.1% | $72,983+15.9% |
| Participation rate | 88.2% | 67.3%+20.9pp | 72.1%+16.2pp | 69.5%+18.7pp |
| Annual return | 20.71% | 2305.64%-2284.9pp | 1166.42%-1145.7pp | 81.01%-60.3pp |
| Employer contribution / active EE | $1,881 | $1,787+5.3% | $2,302-18.3% | $2,440-22.9% |
| Participant deferral / active EE | $3,677 | $2,690+36.7% | $3,336+10.2% | $3,608+1.9% |
| Admin fee / account holder | $724 | $4,013-82.0% | $6,422-88.7% | $5,124-85.9% |