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 | $58,862 | $85,766-31.4% | $136,298-56.8% | $70,126-16.1% |
| Participation rate | 90.9% | 74.2%+16.8pp | 81.9%+9.0pp | 69.5%+21.4pp |
| Annual return | 19.86% | 31.46%-11.6pp | 5156.27%-5136.4pp | 73.15%-53.3pp |
| Employer contribution / active EE | $3,402 | $2,966+14.7% | $4,696-27.6% | $2,343+45.2% |
| Participant deferral / active EE | $5,800 | $5,051+14.8% | $6,247-7.2% | $3,332+74.1% |
| Admin fee / account holder | $3,599 | $5,421-33.6% | $9,244-61.1% | $4,645-22.5% |