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 | $57,063 | $85,171-33.0% | $172,753-67.0% | $72,976-21.8% |
| Participation rate | 97.4% | 70.1%+27.3pp | 82.6%+14.7pp | 69.5%+27.9pp |
| Annual return | 17.49% | 27.32%-9.8pp | 803.00%-785.5pp | 81.02%-63.5pp |
| Employer contribution / active EE | $5,462 | $3,324+64.3% | $5,144+6.2% | $2,440+123.8% |
| Participant deferral / active EE | $2,472 | $3,260-24.2% | $5,198-52.4% | $3,608-31.5% |
| Admin fee / account holder | $2,357 | $5,880-59.9% | $13,956-83.1% | $5,124-54.0% |