Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $88,177 | $70,684+24.7% | $169,390-47.9% | $75,173+17.3% |
| Participation rate | 94.7% | 64.8%+29.9pp | 77.2%+17.6pp | 67.2%+27.5pp |
| Annual return | 20.27% | 36.38%-16.1pp | 406.07%-385.8pp | 160.72%-140.4pp |
| Employer contribution / active EE | $4,763 | $2,211+115.4% | $4,013+18.7% | $2,671+78.3% |
| Participant deferral / active EE | $9,191 | $4,310+113.3% | $6,222+47.7% | $4,126+122.7% |
| Admin fee / account holder | $486 | $5,404-91.0% | $9,015-94.6% | $5,651-91.4% |