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 | $86,641 | $85,766+1.0% | $136,298-36.4% | $70,126+23.6% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 17.09% | 31.46%-14.4pp | 5156.27%-5139.2pp | 73.15%-56.1pp |
| Employer contribution / active EE | $4,548 | $2,966+53.3% | $4,696-3.2% | $2,343+94.1% |
| Participant deferral / active EE | $5,074 | $5,051+0.4% | $6,247-18.8% | $3,332+52.3% |
| Admin fee / account holder | $2,131 | $5,421-60.7% | $9,244-76.9% | $4,645-54.1% |