Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $64,749 | $53,127+21.9% | $86,597-25.2% | $70,131-7.7% |
| Participation rate | 97.2% | 65.3%+31.9pp | 73.5%+23.7pp | 69.5%+27.7pp |
| Annual return | 14.77% | 27.66%-12.9pp | 964.96%-950.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $3,497 | $2,068+69.1% | $2,840+23.1% | $2,342+49.3% |
| Participant deferral / active EE | $0 | $2,696-100.0% | $3,609-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,136 | $3,585+15.3% | $4,906-15.7% | $4,645-11.0% |