Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $66,862 | $183,516-63.6% | $155,534-57.0% | $145,884-54.2% |
| Participation rate | 90.0% | 82.7%+7.3pp | 78.2%+11.8pp | 80.3%+9.7pp |
| Annual return | 28.06% | 61.43%-33.4pp | 64.92%-36.9pp | 551.85%-523.8pp |
| Employer contribution / active EE | $10,322 | $5,315+94.2% | $4,675+120.8% | $4,662+121.4% |
| Participant deferral / active EE | $4,800 | $6,467-25.8% | $5,630-14.7% | $6,690-28.2% |
| Admin fee / account holder | $2,610 | $19,293-86.5% | $15,900-83.6% | $13,392-80.5% |