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 | $56,963 | $63,346-10.1% | $92,240-38.2% | $70,126-18.8% |
| Participation rate | 96.7% | 68.7%+28.0pp | 76.5%+20.2pp | 69.5%+27.1pp |
| Annual return | 15.80% | 530.19%-514.4pp | 176.29%-160.5pp | 73.15%-57.4pp |
| Employer contribution / active EE | $3,129 | $2,471+26.6% | $3,680-15.0% | $2,343+33.6% |
| Participant deferral / active EE | $4,784 | $2,854+67.6% | $3,897+22.7% | $3,332+43.6% |
| Admin fee / account holder | $1,480 | $3,841-61.5% | $5,194-71.5% | $4,645-68.1% |