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 | $68,096 | $102,422-33.5% | $147,117-53.7% | $80,959-15.9% |
| Participation rate | 85.0% | 75.9%+9.1pp | 82.2%+2.8pp | 67.7%+17.3pp |
| Annual return | 30.72% | 135.16%-104.4pp | 420.54%-389.8pp | 35.67%-4.9pp |
| Employer contribution / active EE | $2,634 | $3,717-29.1% | $4,932-46.6% | $2,757-4.5% |
| Participant deferral / active EE | $5,186 | $6,652-22.0% | $8,065-35.7% | $4,300+20.6% |
| Admin fee / account holder | $12,391 | $7,953+55.8% | $12,993-4.6% | $6,925+78.9% |