Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $75,679 | $88,370-14.4% | $112,977-33.0% | $79,858-5.2% |
| Participation rate | 96.6% | 76.8%+19.8pp | 82.6%+14.0pp | 69.6%+27.0pp |
| Annual return | 80.84% | 23.16%+57.7pp | 24.24%+56.6pp | 31.72%+49.1pp |
| Employer contribution / active EE | $4,543 | $3,398+33.7% | $4,255+6.8% | $2,471+83.9% |
| Participant deferral / active EE | $0 | $4,536-100.0% | $5,836-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,876 | $5,750-67.4% | $6,294-70.2% | $5,306-64.6% |