Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $85,062 | $78,690+8.1% | $161,489-47.3% | $87,485-2.8% |
| Participation rate | 86.7% | 67.5%+19.2pp | 78.7%+8.0pp | 68.9%+17.7pp |
| Annual return | 20.15% | 32.74%-12.6pp | 89.72%-69.6pp | 26.06%-5.9pp |
| Employer contribution / active EE | $4,451 | $2,588+72.0% | $4,268+4.3% | $2,596+71.4% |
| Participant deferral / active EE | $9,641 | $3,311+191.2% | $5,630+71.2% | $4,274+125.6% |
| Admin fee / account holder | $17,004 | $6,724+152.9% | $16,006+6.2% | $7,775+118.7% |