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 | $67,420 | $126,661-46.8% | $113,397-40.5% | $138,895-51.5% |
| Participation rate | 95.8% | 79.4%+16.4pp | 76.5%+19.3pp | 79.9%+15.9pp |
| Annual return | 40.11% | 25.05%+15.1pp | 23.20%+16.9pp | 145.39%-105.3pp |
| Employer contribution / active EE | $8,198 | $3,456+137.2% | $2,977+175.3% | $4,194+95.4% |
| Participant deferral / active EE | $9,471 | $5,693+66.4% | $5,076+86.6% | $6,396+48.1% |
| Admin fee / account holder | $5,419 | $14,549-62.8% | $11,957-54.7% | $12,562-56.9% |