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 | $76,733 | $52,519+46.1% | $155,789-50.7% | $59,633+28.7% |
| Participation rate | 85.7% | 61.7%+24.0pp | 76.1%+9.6pp | 68.7%+17.0pp |
| Annual return | 9.47% | 53.51%-44.0pp | 71.54%-62.1pp | 2041.45%-2032.0pp |
| Employer contribution / active EE | $9,044 | $1,589+469.1% | $3,839+135.6% | $2,203+310.6% |
| Participant deferral / active EE | $7,685 | $3,084+149.2% | $4,798+60.2% | $3,192+140.8% |
| Admin fee / account holder | $881 | $3,540-75.1% | $7,477-88.2% | $4,297-79.5% |