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 | $88,095 | $65,566+34.4% | $86,235+2.2% | $75,177+17.2% |
| Participation rate | 86.1% | 60.5%+25.6pp | 69.0%+17.2pp | 67.2%+18.9pp |
| Annual return | 18.25% | 46.07%-27.8pp | 1170.03%-1151.8pp | 160.75%-142.5pp |
| Employer contribution / active EE | $7,465 | $1,553+380.6% | $2,381+213.5% | $2,671+179.5% |
| Participant deferral / active EE | $4,301 | $3,023+42.3% | $3,987+7.9% | $4,126+4.2% |
| Admin fee / account holder | $2,840 | $5,470-48.1% | $6,856-58.6% | $5,651-49.8% |