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 | $84,438 | $53,837+56.8% | $75,717+11.5% | $85,856-1.7% |
| Participation rate | 98.2% | 69.1%+29.1pp | 74.8%+23.3pp | 69.3%+28.9pp |
| Annual return | 13.61% | 24.54%-10.9pp | 104.58%-91.0pp | 318.58%-305.0pp |
| Employer contribution / active EE | $5,218 | $2,017+158.6% | $2,743+90.2% | $2,565+103.4% |
| Participant deferral / active EE | $5,636 | $2,895+94.7% | $3,821+47.5% | $3,952+42.6% |
| Admin fee / account holder | $4,378 | $3,341+31.0% | $3,619+21.0% | $6,261-30.1% |