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 | $75,392 | $47,105+60.1% | $68,368+10.3% | $67,986+10.9% |
| Participation rate | 99.0% | 51.8%+47.2pp | 73.8%+25.3pp | 57.2%+41.8pp |
| Annual return | 22.81% | 48.37%-25.6pp | 292.57%-269.8pp | 31.67%-8.9pp |
| Employer contribution / active EE | $15,330 | $1,859+724.8% | $2,649+478.7% | $2,019+659.4% |
| Participant deferral / active EE | $3,947 | $2,374+66.3% | $4,123-4.3% | $3,358+17.6% |
| Admin fee / account holder | $3,208 | $2,435+31.7% | $5,150-37.7% | $3,203+0.1% |