Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $54,608 | $90,530-39.7% | $76,030-28.2% | $145,897-62.6% |
| Participation rate | 95.0% | 74.4%+20.6pp | 69.1%+25.9pp | 80.3%+14.7pp |
| Annual return | 24.98% | 625.08%-600.1pp | 361.54%-336.6pp | 552.29%-527.3pp |
| Employer contribution / active EE | $4,256 | $3,319+28.2% | $2,688+58.4% | $4,663-8.7% |
| Participant deferral / active EE | $4,578 | $5,164-11.4% | $4,257+7.5% | $6,689-31.6% |
| Admin fee / account holder | $2,856 | $8,383-65.9% | $6,421-55.5% | $13,390-78.7% |