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 | $74,370 | $82,032-9.3% | $123,106-39.6% | $59,633+24.7% |
| Participation rate | 74.4% | 83.2%-8.8pp | 86.8%-12.4pp | 68.7%+5.7pp |
| Annual return | 25.73% | 5.12%+20.6pp | 13.22%+12.5pp | 2041.40%-2015.7pp |
| Employer contribution / active EE | $6,408 | $3,297+94.4% | $5,151+24.4% | $2,203+190.9% |
| Participant deferral / active EE | $10,124 | $4,667+117.0% | $6,229+62.5% | $3,192+217.2% |
| Admin fee / account holder | $452 | $5,881-92.3% | $9,015-95.0% | $4,297-89.5% |