Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,638 | $70,684+16.9% | $169,390-51.2% | $75,173+9.9% |
| Participation rate | 94.5% | 64.8%+29.7pp | 77.2%+17.4pp | 67.2%+27.3pp |
| Annual return | 19.25% | 36.38%-17.1pp | 406.07%-386.8pp | 160.72%-141.5pp |
| Employer contribution / active EE | $5,863 | $2,211+165.2% | $4,013+46.1% | $2,671+119.5% |
| Participant deferral / active EE | $9,020 | $4,310+109.3% | $6,222+45.0% | $4,126+118.6% |
| Admin fee / account holder | $872 | $5,404-83.9% | $9,015-90.3% | $5,651-84.6% |