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 | $85,374 | $77,164+10.6% | $178,014-52.0% | $80,874+5.6% |
| Participation rate | 71.8% | 65.7%+6.1pp | 77.1%-5.3pp | 67.6%+4.1pp |
| Annual return | 14.04% | 18.09%-4.1pp | 294.80%-280.8pp | 35.62%-21.6pp |
| Employer contribution / active EE | $2,807 | $2,288+22.7% | $3,950-28.9% | $2,756+1.9% |
| Participant deferral / active EE | $10,481 | $4,408+137.8% | $6,276+67.0% | $4,297+143.9% |
| Admin fee / account holder | $17,481 | $7,164+144.0% | $10,362+68.7% | $6,935+152.1% |