Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $69,154 | $55,713+24.1% | $75,894-8.9% | $72,983-5.2% |
| Participation rate | 86.5% | 61.1%+25.3pp | 69.3%+17.2pp | 69.5%+17.0pp |
| Annual return | 58.42% | 27.60%+30.8pp | 30.76%+27.7pp | 81.01%-22.6pp |
| Employer contribution / active EE | $8,968 | $1,687+431.6% | $2,501+258.6% | $2,440+267.6% |
| Participant deferral / active EE | $12,037 | $2,634+357.0% | $3,603+234.1% | $3,608+233.7% |
| Admin fee / account holder | $4,070 | $3,980+2.2% | $5,420-24.9% | $5,124-20.6% |