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 | $87,166 | $50,554+72.4% | $67,681+28.8% | $87,485-0.4% |
| Participation rate | 96.2% | 67.7%+28.4pp | 73.7%+22.4pp | 68.9%+27.2pp |
| Annual return | 13.15% | 17.81%-4.7pp | 590.58%-577.4pp | 26.06%-12.9pp |
| Employer contribution / active EE | $5,077 | $1,988+155.3% | $2,678+89.6% | $2,596+95.6% |
| Participant deferral / active EE | $3,001 | $2,961+1.4% | $3,976-24.5% | $4,274-29.8% |
| Admin fee / account holder | $1,234 | $4,132-70.1% | $6,100-79.8% | $7,775-84.1% |