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 | $99,540 | $52,279+90.4% | $89,435+11.3% | $79,856+24.6% |
| Participation rate | 92.6% | 57.5%+35.1pp | 68.0%+24.6pp | 69.6%+23.0pp |
| Annual return | 13.35% | 22.16%-8.8pp | 245.55%-232.2pp | 31.71%-18.4pp |
| Employer contribution / active EE | $13,367 | $1,572+750.6% | $2,587+416.7% | $2,471+440.9% |
| Participant deferral / active EE | $7,907 | $2,740+188.6% | $3,890+103.2% | $3,741+111.4% |
| Admin fee / account holder | $2,472 | $3,356-26.4% | $4,884-49.4% | $5,306-53.4% |