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 | $55,155 | $98,766-44.2% | $149,730-63.2% | $79,852-30.9% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.5%-1.1pp | 69.6%+11.7pp |
| Annual return | 41.03% | 27.43%+13.6pp | 276.70%-235.7pp | 31.72%+9.3pp |
| Employer contribution / active EE | $2,938 | $3,217-8.7% | $4,645-36.8% | $2,471+18.9% |
| Participant deferral / active EE | $13,683 | $5,681+140.9% | $6,843+100.0% | $3,740+265.8% |
| Admin fee / account holder | $9,112 | $6,052+50.6% | $9,310-2.1% | $5,306+71.7% |