Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $66,400 | $98,760-32.8% | $149,715-55.6% | $79,858-16.9% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.5%+9.7pp | 69.6%+22.5pp |
| Annual return | 13.07% | 27.43%-14.4pp | 276.66%-263.6pp | 31.72%-18.6pp |
| Employer contribution / active EE | $4,101 | $3,217+27.5% | $4,645-11.7% | $2,471+66.0% |
| Participant deferral / active EE | $5,254 | $5,681-7.5% | $6,842-23.2% | $3,740+40.5% |
| Admin fee / account holder | $4,072 | $6,053-32.7% | $9,310-56.3% | $5,306-23.3% |