Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $65,412 | $57,590+13.6% | $86,233-24.1% | $82,448-20.7% |
| Participation rate | 88.1% | 57.9%+30.2pp | 69.0%+19.1pp | 68.1%+20.0pp |
| Annual return | 85.94% | 22.41%+63.5pp | 61.39%+24.6pp | 41.64%+44.3pp |
| Employer contribution / active EE | $4,193 | $1,655+153.3% | $2,504+67.4% | $2,551+64.4% |
| Participant deferral / active EE | $8,980 | $3,080+191.6% | $4,559+97.0% | $4,139+116.9% |
| Admin fee / account holder | $1,088 | $4,730-77.0% | $8,342-87.0% | $7,234-85.0% |