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 | $73,503 | $53,128+38.4% | $86,581-15.1% | $70,124+4.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 15.12% | 27.66%-12.5pp | 965.06%-949.9pp | 73.14%-58.0pp |
| Employer contribution / active EE | $5,405 | $2,068+161.4% | $2,840+90.4% | $2,342+130.8% |
| Participant deferral / active EE | $1,826 | $2,695-32.3% | $3,609-49.4% | $3,332-45.2% |
| Admin fee / account holder | $3,936 | $3,584+9.8% | $4,904-19.7% | $4,645-15.3% |