Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $71,622 | $48,053+49.0% | $84,623-15.4% | $72,983-1.9% |
| Participation rate | 82.6% | 57.6%+25.0pp | 68.2%+14.4pp | 69.5%+13.1pp |
| Annual return | 34.69% | 37.39%-2.7pp | 258.77%-224.1pp | 81.01%-46.3pp |
| Employer contribution / active EE | $11,617 | $1,602+625.2% | $2,652+338.0% | $2,440+376.1% |
| Participant deferral / active EE | $17,739 | $2,681+561.7% | $3,899+354.9% | $3,608+391.7% |
| Admin fee / account holder | $13,841 | $3,395+307.7% | $4,913+181.7% | $5,124+170.1% |