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 | $69,025 | $154,193-55.2% | $130,045-46.9% | $139,466-50.5% |
| Participation rate | 94.7% | 82.0%+12.8pp | 78.5%+16.2pp | 80.3%+14.4pp |
| Annual return | 17.56% | 32.51%-15.0pp | -137.30%+154.9pp | 373.66%-356.1pp |
| Employer contribution / active EE | $4,972 | $5,292-6.0% | $4,321+15.1% | $4,754+4.6% |
| Participant deferral / active EE | $10,751 | $6,709+60.3% | $5,820+84.7% | $6,712+60.2% |
| Admin fee / account holder | $384 | $13,989-97.3% | $10,600-96.4% | $11,409-96.6% |